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Reilly Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Reilly Financial 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
2021
Q4 		$128K Buy
987
+30
+3% +$3.5K 0.01% 251
2021
Q3 		$108K Hold
957
– – 0.01% 257
2021
Q2 		$99K Hold
957
– – 0.01% 275
2021
Q1 		$80K Hold
957
– – 0.01% 290
2020
Q4 		$87K Buy
957
+39
+4% +$3.23K 0.01% 267
2020
Q3 		$73K Sell
918
-60
-6% -$4.68K 0.01% 260
2020
Q2 		$68K Hold
978
– – 0.01% 271
2020
Q1 		$61K Buy
978
+60
+7% +$4.33K 0.01% 263
2019
Q4 		$71K Hold
918
– – 0.01% 287
2019
Q3 		$67K Hold
918
– – 0.01% 303
2019
Q2 		$57K Hold
918
– – 0.01% 340
2019
Q1 		$59K Hold
918
– – 0.01% 322
2018
Q4 		$47K Sell
918
-120
-12% -$6.07K 0.01% 344
2018
Q3 		$60K Hold
1,038
– – 0.01% 330
2018
Q2 		$50K Hold
1,038
– – 0.01% 315
2018
Q1 		$48K Buy
1,038
+543
+110% +$23.6K 0.01% 307
2017
Q4 		$19K Sell
495
-300
-38% -$11K ﹤0.01% 523
2017
Q3 		$29K Hold
795
– – ﹤0.01% 403
2017
Q2 		$31K Sell
795
-390
-33% -$14.2K ﹤0.01% 395
2017
Q1 		$37K Sell
1,185
-5,835
-83% -$183K 0.01% 346
2016
Q4 		$219K Sell
7,020
-248,820
-97% -$8.06M 0.04% 142
2016
Q3 		$10.3M Buy
255,840
+120
+0% +$4.52K 1.82% 21
2016
Q2 		$8.5M Sell
255,720
-14,187
-5% -$485K 1.56% 30
2016
Q1 		$7.94M Buy
269,907
+7,515
+3% +$207K 1.36% 34
2015
Q4 		$6.91M Buy
+262,392
New +$6.81M 1.22% 42

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's EW Position: Q4 2021 in Review

Reilly Financial Advisors increased its Edwards Lifesciences (EW) stake by 3.1% in Q4 2021, buying an estimated $3.5K and bringing the position to 987 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #251.

Reilly Financial Advisors first reported a position in EW in Q4 2015 and has held it in 25 quarters since. The position peaked at $10.3M in Q3 2016. 1,321 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Reilly Financial Advisors held 987 shares of Edwards Lifesciences worth $128K as of Q4 2021.
  • Reilly Financial Advisors bought 30 Edwards Lifesciences shares in Q4 2021, an estimated $3.5K.
  • Edwards Lifesciences made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #251 holding.
  • Reilly Financial Advisors first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 25 quarters since.
  • Reilly Financial Advisors's Edwards Lifesciences position peaked at $10.3M in Q3 2016.
  • 1,321 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.