TCWP’s Edwards Lifesciences EW Stock Holding History

TCWP’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	-1,413	Closed	-$166K	–	740
2022 Q1	$166K	Sell	1,413 -224	-14%	-$25.1K	0.03%	281
2021 Q4	$212K	Buy	+1,637	New	+$191K	0.04%	247

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's EW Position: Q2 2022 in Review

TCWP sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,413 shares — an estimated $166K sold.

TCWP first reported a position in EW in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

TCWP reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,413 Edwards Lifesciences shares in Q2 2022, an estimated $166K.
TCWP first reported a position in Edwards Lifesciences in Q4 2021 and held it in 2 quarters.
TCWP's Edwards Lifesciences position peaked at $212K in Q4 2021.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.