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RKL Wealth Management’s Edwards Lifesciences EW Stock Holding History

RKL Wealth Management’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
Q2 		– Sell
-23,701
Closed -$2.79M – 141
2022
Q1 		$2.79M Sell
23,701
-66
-0.3% -$7.4K 0.34% 45
2021
Q4 		$3.08M Sell
23,767
-14
-0.1% -$1.63K 0.37% 41
2021
Q3 		$2.69M Sell
23,781
-53
-0.2% -$6.05K 0.34% 43
2021
Q2 		$2.47M Sell
23,834
-222
-0.9% -$20.9K 0.31% 46
2021
Q1 		$2.01M Sell
24,056
-1,441
-6% -$122K 0.27% 51
2020
Q4 		$2.33M Sell
25,497
-941
-4% -$78.1K 0.32% 44
2020
Q3 		$2.11M Sell
26,438
-124
-0.5% -$9.68K 0.34% 46
2020
Q2 		$1.84M Buy
26,562
+858
+3% +$61K 0.31% 48
2020
Q1 		$1.62M Sell
25,704
-2,085
-8% -$150K 0.34% 47
2019
Q4 		$2.16M Sell
27,789
-1,908
-6% -$149K 0.39% 49
2019
Q3 		$2.17M Sell
29,697
-1,401
-5% -$98.4K 0.41% 45
2019
Q2 		$1.91M Sell
31,098
-1,017
-3% -$61.5K 0.35% 49
2019
Q1 		$2.05M Sell
32,115
-1,287
-4% -$73.4K 0.4% 47
2018
Q4 		$1.71M Sell
33,402
-588
-2% -$29.8K 0.39% 51
2018
Q3 		$1.96M Buy
33,990
+42
+0.1% +$2.05K 0.42% 50
2018
Q2 		$1.65M Sell
33,948
-60
-0.2% -$2.8K 0.37% 53
2018
Q1 		$1.58M Buy
34,008
+1,935
+6% +$84K 0.37% 58
2017
Q4 		$1.2M Buy
32,073
+2,364
+8% +$86.8K 0.3% 71
2017
Q3 		$1.09M Buy
29,709
+4,545
+18% +$173K 0.31% 68
2017
Q2 		$991K Buy
25,164
+7,449
+42% +$272K 0.31% 65
2017
Q1 		$555K Buy
17,715
+9,561
+117% +$299K 0.22% 78
2016
Q4 		$255K Buy
+8,154
New +$264K 0.12% 78

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 $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

RKL Wealth Management's EW Position: Q2 2022 in Review

RKL Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 23,701 shares — an estimated $2.79M sold.

RKL Wealth Management first reported a position in EW in Q4 2016 and held it in 22 quarters. The position peaked at $3.08M in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • RKL Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • RKL Wealth Management sold 23,701 Edwards Lifesciences shares in Q2 2022, an estimated $2.79M.
  • RKL Wealth Management first reported a position in Edwards Lifesciences in Q4 2016 and held it in 22 quarters.
  • RKL Wealth Management's Edwards Lifesciences position peaked at $3.08M in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on RKL Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.