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Strategic Advisors’s Edwards Lifesciences EW Stock Holding History

Strategic 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
Q2 		– Sell
-1,782
Closed -$209K – 193
2022
Q1 		$209K Hold
1,782
– – 0.04% 183
2021
Q4 		$230K Sell
1,782
-444
-20% -$51.8K 0.03% 181
2021
Q3 		$252K Hold
2,226
– – 0.05% 162
2021
Q2 		$230K Buy
+2,226
New +$210K 0.06% 154
2021
Q1 		– Sell
-2,370
Closed -$211K – 165
2020
Q4 		$211K Sell
2,370
-144
-6% -$11.9K 0.06% 146
2020
Q3 		$201K Buy
+2,514
New +$196K 0.07% 141
2019
Q4 		– Sell
-3,087
Closed -$226K – 168
2019
Q3 		$226K Buy
+3,087
New +$217K 0.08% 155

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Advisors's EW Position: Q2 2022 in Review

Strategic Advisors sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,782 shares — an estimated $209K sold.

Strategic Advisors first reported a position in EW in Q3 2019 and held it in 7 quarters. The position peaked at $252K in Q3 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Strategic Advisors reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Strategic Advisors sold 1,782 Edwards Lifesciences shares in Q2 2022, an estimated $209K.
  • Strategic Advisors first reported a position in Edwards Lifesciences in Q3 2019 and held it in 7 quarters.
  • Strategic Advisors's Edwards Lifesciences position peaked at $252K in Q3 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Strategic Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.