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Transform Wealth’s Edwards Lifesciences EW Stock Holding History

Transform Wealth’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
-2,888
Closed -$272K – 247
2023
Q2 		$272K Sell
2,888
-259
-8% -$22.5K 0.02% 226
2023
Q1 		$260K Sell
3,147
-2,006
-39% -$158K 0.02% 222
2022
Q4 		$384K Sell
5,153
-770
-13% -$59.3K 0.04% 164
2022
Q3 		$489K Sell
5,923
-307
-5% -$29.5K 0.06% 121
2022
Q2 		$592K Sell
6,230
-2,966
-32% -$307K 0.09% 114
2022
Q1 		$1.08M Sell
9,196
-932
-9% -$105K 0.12% 110
2021
Q4 		$1.31M Buy
10,128
+130
+1% +$15.2K 0.14% 100
2021
Q3 		$1.13M Sell
9,998
-41
-0.4% -$4.68K 0.13% 107
2021
Q2 		$1.04M Sell
10,039
-2,021
-17% -$190K 0.13% 117
2021
Q1 		$1.01M Sell
12,060
-1,073
-8% -$90.7K 0.2% 100
2020
Q4 		$1.2M Sell
13,133
-1,573
-11% -$130K 0.25% 91
2020
Q3 		$1.17M Sell
14,706
-1,419
-9% -$111K 0.19% 94
2020
Q2 		$1.11M Buy
16,125
+2,475
+18% +$176K 0.19% 94
2020
Q1 		$858K Buy
13,650
+3,864
+39% +$279K 0.18% 111
2019
Q4 		$761K Buy
+9,786
New +$764K 0.12% 132

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

Transform Wealth's EW Position: Q3 2023 in Review

Transform Wealth sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,888 shares — an estimated $272K sold.

Transform Wealth first reported a position in EW in Q4 2019 and held it in 15 quarters. The position peaked at $1.31M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Transform Wealth reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 2,888 Edwards Lifesciences shares in Q3 2023, an estimated $272K.
  • Transform Wealth first reported a position in Edwards Lifesciences in Q4 2019 and held it in 15 quarters.
  • Transform Wealth's Edwards Lifesciences position peaked at $1.31M in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.