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SBIA
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
Bank of New York Mellon
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$544B AUM
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
Brown Advisory
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$60.9B AUM
15.24%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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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