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TFB Advisors’s Edwards Lifesciences EW Stock Holding History

TFB 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 		– Sell
-3,499
Closed -$330K – 141
2023
Q2 		$330K Buy
3,499
+434
+14% +$37.7K 0.14% 165
2023
Q1 		$254K Sell
3,065
-243
-7% -$19.1K 0.19% 111
2022
Q4 		$247K Buy
+3,308
New +$255K 0.21% 103

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TFB Advisors's EW Position: Q3 2023 in Review

TFB Advisors sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 3,499 shares — an estimated $330K sold.

TFB Advisors first reported a position in EW in Q4 2022 and held it in 3 quarters. The position peaked at $330K in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • TFB Advisors reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • TFB Advisors sold 3,499 Edwards Lifesciences shares in Q3 2023, an estimated $330K.
  • TFB Advisors first reported a position in Edwards Lifesciences in Q4 2022 and held it in 3 quarters.
  • TFB Advisors's Edwards Lifesciences position peaked at $330K in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on TFB Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.