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Sowell Financial Services’s Edwards Lifesciences EW Stock Holding History

Sowell Financial Services’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
-3,580
Closed -$328K – 1195
2021
Q1 		$328K Sell
3,580
-321
-8% -$27.1K 0.01% 807
2020
Q4 		$356K Sell
3,901
-98
-2% -$8.13K 0.02% 631
2020
Q3 		$319K Buy
3,999
+948
+31% +$74K 0.02% 596
2020
Q2 		$211K Sell
3,051
-2,367
-44% -$168K 0.01% 703
2020
Q1 		$341K Sell
5,418
-264
-5% -$19K 0.03% 504
2019
Q4 		$442K Buy
5,682
+3,675
+183% +$287K 0.03% 484
2019
Q3 		$147K Buy
+2,007
New +$141K 0.01% 729

Other funds holding EW

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's EW Position: Q2 2021 in Review

Sowell Financial Services sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 3,580 shares — an estimated $328K sold.

Sowell Financial Services first reported a position in EW in Q3 2019 and held it in 7 quarters. The position peaked at $442K in Q4 2019. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Sowell Financial Services reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,580 Edwards Lifesciences shares in Q2 2021, an estimated $328K.
  • Sowell Financial Services first reported a position in Edwards Lifesciences in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Edwards Lifesciences position peaked at $442K in Q4 2019.
  • 1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.