Trek Financial’s Edwards Lifesciences EW Stock Holding History

Trek Financial’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
2021 Q1	–	Sell	-4,303	Closed	-$393K	–	220
2020 Q4	$393K	Buy	+4,303	New	+$357K	0.05%	110

Other funds holding EW

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Trek Financial's EW Position: Q1 2021 in Review

Trek Financial sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 4,303 shares — an estimated $393K sold.

Trek Financial first reported a position in EW in Q4 2020 and held it in 1 quarter. The position peaked at $393K in Q4 2020. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

Trek Financial reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
Trek Financial sold 4,303 Edwards Lifesciences shares in Q1 2021, an estimated $393K.
Trek Financial first reported a position in Edwards Lifesciences in Q4 2020 and held it in 1 quarter.
Trek Financial's Edwards Lifesciences position peaked at $393K in Q4 2020.
1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Trek Financial's 13F filing for Q1 2021, filed 17 May 2021.