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River Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

River 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
2019
Q1 		– Sell
-300
Closed -$15K – 245
2018
Q4 		$15K Hold
300
– – 0.01% 369
2018
Q3 		$17K Hold
300
– – 0.01% 393
2018
Q2 		$15K Buy
+300
New +$14K 0.01% 398

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

River Wealth Advisors's EW Position: Q1 2019 in Review

River Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2019, closing a stake of 300 shares — an estimated $15K sold.

River Wealth Advisors first reported a position in EW in Q2 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 922 funds tracked by Wall St. Rank hold EW as of Q1 2019.

  • River Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 300 Edwards Lifesciences shares in Q1 2019, an estimated $15K.
  • River Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Edwards Lifesciences position peaked at $17K in Q3 2018.
  • 922 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.