RegentAtlantic Capital’s Edwards Lifesciences EW Stock Holding History

RegentAtlantic Capital’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 Q3	$1.18M	Sell	14,226 -1,779	-11%	-$171K	0.04%	281
2022 Q2	$1.52M	Buy	16,005 +2,569	+19%	+$266K	0.05%	243
2022 Q1	$1.58M	Buy	13,436 +1,813	+16%	+$203K	0.04%	251
2021 Q4	$1.51M	Buy	11,623 +2,036	+21%	+$237K	0.04%	257
2021 Q3	$1.08M	Buy	9,587 +1,036	+12%	+$118K	0.03%	288
2021 Q2	$886K	Buy	8,551 +4,583	+115%	+$432K	0.03%	313
2021 Q1	$332K	Buy	3,968 +1,450	+58%	+$123K	0.01%	452
2020 Q4	$230K	Buy	+2,518	New	+$209K	0.01%	465
2015 Q1	–	Sell	-858	Closed	-$18.2K	–	531
2014 Q4	$18.2K	Buy	+858	New	+$17.2K	﹤0.01%	781

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RegentAtlantic Capital's EW Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Edwards Lifesciences (EW) stake by 11% in Q3 2022, selling an estimated $171K and leaving 14,226 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #281.

RegentAtlantic Capital first reported a position in EW in Q4 2014 and has held it in 9 quarters since. The position peaked at $1.58M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

RegentAtlantic Capital held 14,226 shares of Edwards Lifesciences worth $1.18M as of Q3 2022.
RegentAtlantic Capital sold 1,779 Edwards Lifesciences shares in Q3 2022, an estimated $171K.
Edwards Lifesciences made up 0.04% of RegentAtlantic Capital's portfolio in Q3 2022, its #281 holding.
RegentAtlantic Capital first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 9 quarters since.
RegentAtlantic Capital's Edwards Lifesciences position peaked at $1.58M in Q1 2022.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.