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TD Ameritrade Investment Management’s Edwards Lifesciences EW Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-395
Closed -$37K – 153
2023
Q2 		$37K Buy
395
+384
+3,491% +$33.4K ﹤0.01% 260
2023
Q1 		$1K Hold
11
– – ﹤0.01% 544
2022
Q4 		$1K Sell
11
-35
-76% -$2.7K ﹤0.01% 544
2022
Q3 		$4K Sell
46
-31
-40% -$2.98K ﹤0.01% 440
2022
Q2 		$7K Sell
77
-5
-6% -$518 ﹤0.01% 448
2022
Q1 		$10K Buy
82
+4
+5% +$449 ﹤0.01% 500
2021
Q4 		$10K Buy
78
+55
+239% +$6.42K ﹤0.01% 485
2021
Q3 		$2K Sell
23
-20
-47% -$2.28K ﹤0.01% 579
2021
Q2 		$4K Buy
43
+23
+115% +$2.17K ﹤0.01% 542
2021
Q1 		$2K Hold
20
– – ﹤0.01% 583
2020
Q4 		$2K Sell
20
-3
-13% -$249 ﹤0.01% 583
2020
Q3 		$2K Hold
23
– – ﹤0.01% 579
2020
Q2 		$2K Sell
23
-4
-15% -$284 ﹤0.01% 568
2020
Q1 		$2K Sell
27
-3
-10% -$216 ﹤0.01% 541
2019
Q4 		$2K Buy
30
+27
+900% +$2.11K ﹤0.01% 569
2019
Q3 		$0 Buy
+3
New +$211 ﹤0.01% 652
2019
Q2 		– Sell
-465
Closed -$30K – 651
2019
Q1 		$30K Buy
+465
New +$26.5K ﹤0.01% 285

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

TD Ameritrade Investment Management's EW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 395 shares — an estimated $37K sold.

TD Ameritrade Investment Management first reported a position in EW in Q1 2019 and held it in 17 quarters. The position peaked at $37K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 395 Edwards Lifesciences shares in Q3 2023, an estimated $37K.
  • TD Ameritrade Investment Management first reported a position in Edwards Lifesciences in Q1 2019 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Edwards Lifesciences position peaked at $37K in Q2 2023.
  • 1,219 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.