Sheaff Brock Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Sheaff Brock Investment 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
2023 Q2	–	Sell	-7,498	Closed	-$620K	–	503
2023 Q1	$620K	Buy	7,498 +100	+1%	+$7.86K	0.06%	229
2022 Q4	$552K	Sell	7,398 -1,300	-15%	-$100K	0.05%	230
2022 Q3	$719K	Sell	8,698 -531	-6%	-$51.1K	0.08%	195
2022 Q2	$878K	Buy	9,229 +100	+1%	+$10.4K	0.07%	175
2022 Q1	$1.07M	Buy	+9,129	New	+$1.02M	0.07%	173
2021 Q2	–	Sell	-5,329	Closed	-$445K	–	529
2021 Q1	$445K	Hold	5,329	–	–	0.04%	271
2020 Q4	$486K	Sell	5,329 -100	-2%	-$8.29K	0.04%	240
2020 Q3	$433K	Sell	5,429 -200	-4%	-$15.6K	0.04%	234
2020 Q2	$389K	Buy	+5,629	New	+$400K	0.04%	252
2016 Q2	–	Sell	-14,760	Closed	-$434K	–	608
2016 Q1	$434K	Sell	14,760 -15,966	-52%	-$441K	0.05%	311
2015 Q4	$809K	Buy	+30,726	New	+$798K	0.09%	219

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sheaff Brock Investment Advisors's EW Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 7,498 shares — an estimated $620K sold.

Sheaff Brock Investment Advisors first reported a position in EW in Q4 2015 and held it in 11 quarters. The position peaked at $1.07M in Q1 2022. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Sheaff Brock Investment Advisors reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,498 Edwards Lifesciences shares in Q2 2023, an estimated $620K.
Sheaff Brock Investment Advisors first reported a position in Edwards Lifesciences in Q4 2015 and held it in 11 quarters.
Sheaff Brock Investment Advisors's Edwards Lifesciences position peaked at $1.07M in Q1 2022.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.