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Ropes Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Ropes 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
2021
Q1 		– Sell
-1,203
Closed -$110K – 426
2020
Q4 		$110K Buy
+1,203
New +$99.8K 0.02% 303
2020
Q3 		– Sell
-1,650
Closed -$114K – 625
2020
Q2 		$114K Sell
1,650
-1,293
-44% -$91.9K 0.02% 246
2020
Q1 		$185K Sell
2,943
-573
-16% -$41.3K 0.05% 181
2019
Q4 		$273K Hold
3,516
– – 0.06% 183
2019
Q3 		$258K Sell
3,516
-90
-2% -$6.32K 0.05% 197
2019
Q2 		$222K Hold
3,606
– – 0.05% 209
2019
Q1 		$230K Buy
3,606
+570
+19% +$32.5K 0.06% 204
2018
Q4 		$155K Buy
3,036
+573
+23% +$29K 0.04% 230
2018
Q3 		$143K Sell
2,463
-555
-18% -$27.1K 0.04% 248
2018
Q2 		$146K Buy
3,018
+1,968
+187% +$91.9K 0.04% 251
2018
Q1 		$49K Hold
1,050
– – 0.01% 334
2017
Q4 		$39K Sell
1,050
-90
-8% -$3.3K 0.01% 371
2017
Q3 		$42K Buy
1,140
+90
+9% +$3.43K 0.01% 347
2017
Q2 		$41K Sell
1,050
-291
-22% -$10.6K 0.01% 349
2017
Q1 		$42K Sell
1,341
-2,211
-62% -$69.2K 0.01% 346
2016
Q4 		$111K Buy
3,552
+2,592
+270% +$84K 0.03% 248
2016
Q3 		$39K Hold
960
– – 0.01% 298
2016
Q2 		$32K Sell
960
-81
-8% -$2.77K 0.01% 301
2016
Q1 		$31K Buy
1,041
+51
+5% +$1.41K 0.01% 252
2015
Q4 		$26K Sell
990
-930
-48% -$24.2K 0.01% 285
2015
Q3 		$45K Buy
1,920
+960
+100% +$23.2K 0.02% 262
2015
Q2 		$23K Hold
960
– – 0.01% 219
2015
Q1 		$23K Buy
+960
New +$21.5K 0.01% 226

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ropes Wealth Advisors's EW Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 1,203 shares — an estimated $110K sold.

Ropes Wealth Advisors first reported a position in EW in Q1 2015 and held it in 23 quarters. The position peaked at $273K in Q4 2019. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,203 Edwards Lifesciences shares in Q1 2021, an estimated $110K.
  • Ropes Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2015 and held it in 23 quarters.
  • Ropes Wealth Advisors's Edwards Lifesciences position peaked at $273K in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.