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

BlackRock New York $5.7T 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 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 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 Oslo, Norway $935B AUM