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Selective Wealth Management’s Edwards Lifesciences EW Stock Holding History

Selective 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
Q4 		– Sell
-720
Closed -$59K – 295
2022
Q3 		$59K Sell
720
-270
-27% -$26K 0.03% 276
2022
Q2 		$94K Sell
990
-330
-25% -$34.2K 0.03% 225
2022
Q1 		$155K Hold
1,320
– – 0.06% 160
2021
Q4 		$171K Buy
1,320
+330
+33% +$38.5K 0.07% 138
2021
Q3 		$112K Buy
990
+270
+38% +$30.8K 0.06% 166
2021
Q2 		$75K Buy
+720
New +$67.9K 0.06% 141

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Selective Wealth Management's EW Position: Q4 2022 in Review

Selective Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 720 shares — an estimated $59K sold.

Selective Wealth Management first reported a position in EW in Q2 2021 and held it in 6 quarters. The position peaked at $171K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Selective Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 720 Edwards Lifesciences shares in Q4 2022, an estimated $59K.
  • Selective Wealth Management first reported a position in Edwards Lifesciences in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Edwards Lifesciences position peaked at $171K in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.