Taylor Hoffman Wealth Management’s Edwards Lifesciences EW Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-30	Closed	-$2K	–	197
2020 Q2	$2K	Buy	+30	New	+$2.13K	﹤0.01%	359
2020 Q1	–	Sell	-30	Closed	-$2K	–	200
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	396
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	393
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	383
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	389
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	374
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	382
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	386
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	421
2017 Q4	$1K	Buy	+30	New	+$1.1K	﹤0.01%	423

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Hoffman Wealth Management's EW Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 30 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in EW in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q2 2020. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 30 Edwards Lifesciences shares in Q3 2020, an estimated $2K.
Taylor Hoffman Wealth Management first reported a position in Edwards Lifesciences in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Edwards Lifesciences position peaked at $2K in Q2 2020.
1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.