RPWA
EW icon

Regent Peak Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Regent Peak Wealth 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
2022
Q1 		– Sell
-1,670
Closed -$216K – 165
2021
Q4 		$216K Buy
+1,670
New +$195K 0.06% 157
2021
Q1 		– Sell
-1,635
Closed -$149K – 415
2020
Q4 		$149K Buy
+1,635
New +$136K 0.05% 170

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's EW Position: Q1 2022 in Review

Regent Peak Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 1,670 shares — an estimated $216K sold.

Regent Peak Wealth Advisors first reported a position in EW in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Regent Peak Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,670 Edwards Lifesciences shares in Q1 2022, an estimated $216K.
  • Regent Peak Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Edwards Lifesciences position peaked at $216K in Q4 2021.
  • 1,312 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.