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Sutton Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Sutton Wealth 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
2023
Q3 		$37.5K Buy
542
+67
+14% +$5.38K 0.02% 267
2023
Q2 		$44.8K Buy
475
+155
+48% +$13.5K 0.02% 240
2023
Q1 		$26.5K Sell
320
-561
-64% -$44.1K 0.01% 273
2022
Q4 		$65.7K Buy
881
+13
+1% +$1K 0.03% 321
2022
Q3 		$71.7K Sell
868
-6
-0.7% -$577 0.03% 302
2022
Q2 		$83.1K Buy
874
+42
+5% +$4.35K 0.03% 270
2022
Q1 		$97.9K Sell
832
-4
-0.5% -$449 0.03% 255
2021
Q4 		$108K Buy
836
+10
+1% +$1.17K 0.04% 247
2021
Q3 		$93.5K Buy
826
+4
+0.5% +$457 0.03% 259
2021
Q2 		$85.1K Hold
822
– – 0.03% 276
2021
Q1 		$68.8K Sell
822
-14
-2% -$1.18K 0.03% 306
2020
Q4 		$76.3K Buy
836
+14
+2% +$1.16K 0.03% 262
2020
Q3 		$65.6K Hold
822
– – 0.03% 257
2020
Q2 		$56.8K Buy
822
+9
+1% +$640 0.03% 279
2020
Q1 		$51.1K Buy
813
+9
+1% +$649 0.03% 265
2019
Q4 		$62.5K Hold
804
– – 0.03% 268
2019
Q3 		$58.9K Hold
804
– – 0.03% 265
2019
Q2 		$49.5K Buy
804
+18
+2% +$1.09K 0.03% 307
2019
Q1 		$50.1K Buy
786
+9
+1% +$514 0.03% 296
2018
Q4 		$39.7K Buy
777
+9
+1% +$455 0.03% 323
2018
Q3 		$44.6K Hold
768
– – 0.03% 317
2018
Q2 		$37.3K Hold
768
– – 0.03% 368
2018
Q1 		$35.7K Hold
768
– – 0.03% 366
2017
Q4 		$28.9K Hold
768
– – 0.02% 425
2017
Q3 		$28K Buy
768
+39
+5% +$1.49K 0.02% 424
2017
Q2 		$28.7K Buy
729
+12
+2% +$438 0.02% 417
2017
Q1 		$22.5K Hold
717
– – 0.02% 475
2016
Q4 		$22.4K Buy
717
+90
+14% +$2.92K 0.02% 458
2016
Q3 		$25.2K Hold
627
– – 0.02% 398
2016
Q2 		$20.8K Hold
627
– – 0.02% 438
2016
Q1 		$18.4K Buy
+627
New +$17.3K 0.02% 455

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's EW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Edwards Lifesciences (EW) stake by 14% in Q3 2023, buying an estimated $5.38K and bringing the position to 542 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #267.

Sutton Wealth Advisors first reported a position in EW in Q1 2016 and has held it in 31 quarters since. The position peaked at $108K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Sutton Wealth Advisors held 542 shares of Edwards Lifesciences worth $37.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 67 Edwards Lifesciences shares in Q3 2023, an estimated $5.38K.
  • Edwards Lifesciences made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #267 holding.
  • Sutton Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Edwards Lifesciences position peaked at $108K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.