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Strategic Financial Services’s Edwards Lifesciences EW Stock Holding History

Strategic 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
2022
Q2 		– Sell
-1,748
Closed -$206K – 134
2022
Q1 		$206K Sell
1,748
-25
-1% -$2.81K 0.02% 136
2021
Q4 		$230K Hold
1,773
– – 0.02% 126
2021
Q3 		$201K Sell
1,773
-500
-22% -$57.1K 0.02% 126
2021
Q2 		$235K Buy
+2,273
New +$214K 0.02% 132
2021
Q1 		– Sell
-2,388
Closed -$218K – 139
2020
Q4 		$218K Buy
+2,388
New +$198K 0.02% 126

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Bank of New York Mellon
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Wellington Management Group
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Brown Advisory
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Financial Services's EW Position: Q2 2022 in Review

Strategic Financial Services sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,748 shares — an estimated $206K sold.

Strategic Financial Services first reported a position in EW in Q4 2020 and held it in 5 quarters. The position peaked at $235K in Q2 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Strategic Financial Services reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Strategic Financial Services sold 1,748 Edwards Lifesciences shares in Q2 2022, an estimated $206K.
  • Strategic Financial Services first reported a position in Edwards Lifesciences in Q4 2020 and held it in 5 quarters.
  • Strategic Financial Services's Edwards Lifesciences position peaked at $235K in Q2 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Strategic Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.