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Realta Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Realta Investment Advisors’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,362
Closed -$110K – 635
2019
Q4 		$110K Buy
1,362
+162
+14% +$12.7K 0.03% 472
2019
Q3 		$88K Hold
1,200
– – 0.02% 527
2019
Q2 		$74K Hold
1,200
– – 0.02% 579
2019
Q1 		$77K Buy
+1,200
New +$68.5K 0.04% 448

Other funds holding EW

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Realta Investment Advisors's EW Position: Q1 2020 in Review

Realta Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 1,362 shares — an estimated $110K sold.

Realta Investment Advisors first reported a position in EW in Q1 2019 and held it in 4 quarters. The position peaked at $110K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Realta Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,362 Edwards Lifesciences shares in Q1 2020, an estimated $110K.
  • Realta Investment Advisors first reported a position in Edwards Lifesciences in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Edwards Lifesciences position peaked at $110K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.