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Tower View Wealth Management’s Edwards Lifesciences EW Stock Holding History

Tower View 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
2022
Q2 		– Sell
-42,490
Closed -$5M – 183
2022
Q1 		$5M Buy
42,490
+463
+1% +$51.9K 2.69% 7
2021
Q4 		$5.45M Buy
42,027
+163
+0.4% +$19K 2.77% 6
2021
Q3 		$4.74M Sell
41,864
-105
-0.3% -$12K 2.63% 6
2021
Q2 		$4.35M Sell
41,969
-81
-0.2% -$7.63K 2.2% 15
2021
Q1 		$3.52M Buy
42,050
+363
+0.9% +$30.7K 1.92% 21
2020
Q4 		$3.8M Buy
41,687
+1,559
+4% +$129K 2.16% 17
2020
Q3 		$3.2M Buy
40,128
+210
+0.5% +$16.4K 2.09% 19
2020
Q2 		$2.76M Buy
39,918
+786
+2% +$55.9K 2.02% 22
2020
Q1 		$2.46M Buy
39,132
+465
+1% +$33.5K 2.22% 19
2019
Q4 		$3.01M Sell
38,667
-1,485
-4% -$116K 2.28% 14
2019
Q3 		$2.94M Buy
40,152
+15
+0% +$1.05K 2.43% 11
2019
Q2 		$2.47M Sell
40,137
-690
-2% -$41.7K 2.11% 20
2019
Q1 		$2.6M Sell
40,827
-885
-2% -$50.5K 2.31% 16
2018
Q4 		$2.13M Buy
41,712
+414
+1% +$20.9K 2.2% 19
2018
Q3 		$2.4M Sell
41,298
-9,798
-19% -$479K 2.1% 16
2018
Q2 		$2.48M Buy
51,096
+240
+0.5% +$11.2K 2.34% 10
2018
Q1 		$2.37M Sell
50,856
-4,950
-9% -$215K 2.36% 11
2017
Q4 		$2.1M Buy
+55,806
New +$2.05M 1.93% 17

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tower View Wealth Management's EW Position: Q2 2022 in Review

Tower View Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 42,490 shares — an estimated $5M sold.

Tower View Wealth Management first reported a position in EW in Q4 2017 and held it in 18 quarters. The position peaked at $5.45M in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Tower View Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 42,490 Edwards Lifesciences shares in Q2 2022, an estimated $5M.
  • Tower View Wealth Management first reported a position in Edwards Lifesciences in Q4 2017 and held it in 18 quarters.
  • Tower View Wealth Management's Edwards Lifesciences position peaked at $5.45M in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.