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RIA
RPG Investment Advisory’s
Edwards Lifesciences
EW
Stock Holding History
RPG Investment Advisory’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
Q2
–
Sell
-90
Closed
-$8K
–
354
2021
Q1
$8K
Hold
90
–
–
﹤0.01%
239
2020
Q4
$8K
Hold
90
–
–
﹤0.01%
215
2020
Q3
$7K
Hold
90
–
–
﹤0.01%
210
2020
Q2
$6K
Hold
90
–
–
﹤0.01%
225
2020
Q1
$6K
Sell
90
-15
-14%
-$1.08K
﹤0.01%
193
2019
Q4
$8K
Sell
105
-15
-13%
-$1.17K
﹤0.01%
190
2019
Q3
$9K
Hold
120
–
–
﹤0.01%
178
2019
Q2
$7K
Hold
120
–
–
﹤0.01%
193
2019
Q1
$8K
Hold
120
–
–
﹤0.01%
207
2018
Q4
$6K
Hold
120
–
–
﹤0.01%
215
2018
Q3
$7K
Hold
120
–
–
﹤0.01%
234
2018
Q2
$6K
Buy
+120
New
+$5.6K
﹤0.01%
245
2017
Q4
–
Sell
-120
Closed
-$4K
–
490
2017
Q3
$4K
Hold
120
–
–
﹤0.01%
295
2017
Q2
$5K
Buy
+120
New
+$4.38K
﹤0.01%
244
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
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
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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