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SVA Wealth Management’s Edwards Lifesciences EW Stock Holding History

SVA Wealth Management’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
2020
Q4 		$1.24M Sell
13,588
-2,574
-16% -$214K 0.11% 118
2020
Q3 		$1.29M Buy
16,162
+2,016
+14% +$157K 0.13% 114
2020
Q2 		$978K Sell
14,146
-2,000
-12% -$142K 0.1% 117
2020
Q1 		$1.01M Buy
16,146
+1,497
+10% +$108K 0.12% 116
2019
Q4 		$1.14M Buy
+14,649
New +$1.14M 0.1% 120

Other funds holding EW

BlackRock
BlackRock New York $5.72T 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

SVA Wealth Management's EW Position: Q4 2020 in Review

SVA Wealth Management reduced its Edwards Lifesciences (EW) stake by 16% in Q4 2020, selling an estimated $214K and leaving 13,588 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #118.

SVA Wealth Management first reported a position in EW in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.29M in Q3 2020. 1,158 funds tracked by Wall St. Rank hold EW as of Q4 2020.

  • SVA Wealth Management held 13,588 shares of Edwards Lifesciences worth $1.24M as of Q4 2020.
  • SVA Wealth Management sold 2,574 Edwards Lifesciences shares in Q4 2020, an estimated $214K.
  • Edwards Lifesciences made up 0.11% of SVA Wealth Management's portfolio in Q4 2020, its #118 holding.
  • SVA Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 5 quarters since.
  • SVA Wealth Management's Edwards Lifesciences position peaked at $1.29M in Q3 2020.
  • 1,158 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.