Torch Wealth Management’s Edwards Lifesciences EW Stock Holding History

Torch 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
2019 Q4	$2.54M	Sell	32,619 -225	-0.7%	-$17.6K	1.4%	21
2019 Q3	$2.41M	Hold	32,844	–	–	1.43%	21
2019 Q2	$2.02M	Hold	32,844	–	–	1.21%	29
2019 Q1	$2.1M	Buy	32,844 +264	+0.8%	+$15.1K	1.29%	27
2018 Q4	$1.66M	Buy	32,580 +525	+2%	+$26.6K	1.19%	34
2018 Q3	$1.86M	Sell	32,055 -19,035	-37%	-$931K	1.11%	33
2018 Q2	$2.48M	Buy	51,090 +450	+0.9%	+$21K	1.56%	19
2018 Q1	$2.35M	Hold	50,640	–	–	1.53%	20
2017 Q4	$1.9M	Sell	50,640 -1,500	-3%	-$55K	1.16%	30
2017 Q3	$1.9M	Hold	52,140	–	–	1.25%	29
2017 Q2	$2.06M	Hold	52,140	–	–	1.42%	25
2017 Q1	$1.64M	Buy	+52,140	New	+$1.63M	1.09%	35

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Torch Wealth Management's EW Position: Q4 2019 in Review

Torch Wealth Management reduced its Edwards Lifesciences (EW) stake by 0.69% in Q4 2019, selling an estimated $17.6K and leaving 32,619 shares worth $2.54M. The position accounts for 1.4% of the portfolio, ranked #21.

Torch Wealth Management first reported a position in EW in Q1 2017 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold EW as of Q4 2019.

Torch Wealth Management held 32,619 shares of Edwards Lifesciences worth $2.54M as of Q4 2019.
Torch Wealth Management sold 225 Edwards Lifesciences shares in Q4 2019, an estimated $17.6K.
Edwards Lifesciences made up 1.4% of Torch Wealth Management's portfolio in Q4 2019, its #21 holding.
Torch Wealth Management first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 12 quarters since.
1,093 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.