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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 $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return