Schneider Downs Wealth Management Advisors’s Edwards Lifesciences EW Stock Holding History

Schneider Downs Wealth Management 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
2022 Q4	–	Sell	-2,815	Closed	-$233K	–	127
2022 Q3	$233K	Sell	2,815 -607	-18%	-$58.4K	0.07%	116
2022 Q2	$325K	Buy	3,422 +29	+0.9%	+$3K	0.09%	92
2022 Q1	$399K	Buy	3,393 +2	+0.1%	+$224	0.1%	87
2021 Q4	$439K	Hold	3,391	–	–	0.1%	88
2021 Q3	$384K	Buy	3,391 +555	+20%	+$63.3K	0.1%	89
2021 Q2	$294K	Buy	2,836 +16	+0.6%	+$1.51K	0.08%	103
2021 Q1	$236K	Buy	+2,820	New	+$238K	0.06%	123

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schneider Downs Wealth Management Advisors's EW Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,815 shares — an estimated $233K sold.

Schneider Downs Wealth Management Advisors first reported a position in EW in Q1 2021 and held it in 7 quarters. The position peaked at $439K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,815 Edwards Lifesciences shares in Q4 2022, an estimated $233K.
Schneider Downs Wealth Management Advisors first reported a position in Edwards Lifesciences in Q1 2021 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Edwards Lifesciences position peaked at $439K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.