TrueWealth LLC’s Edwards Lifesciences EW Stock Holding History

TrueWealth LLC’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
2020 Q2	$135K	Hold	1,953	–	–	0.06%	174
2020 Q1	$123K	Sell	1,953 -90	-4%	-$6.49K	0.06%	171
2019 Q4	$159K	Buy	2,043 +30	+1%	+$2.34K	0.06%	162
2019 Q3	$148K	Hold	2,013	–	–	0.06%	162
2019 Q2	$124K	Hold	2,013	–	–	0.06%	179
2019 Q1	$128K	Hold	2,013	–	–	0.06%	174
2018 Q4	$103K	Sell	2,013 -78	-4%	-$3.95K	0.05%	183
2018 Q3	$121K	Hold	2,091	–	–	0.06%	181
2018 Q2	$101K	Buy	2,091 +165	+9%	+$7.7K	0.05%	191
2018 Q1	$90K	Buy	1,926 +78	+4%	+$3.39K	0.05%	199
2017 Q4	$69K	Buy	+1,848	New	+$67.8K	0.03%	248

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TrueWealth LLC's EW Position: Q2 2020 in Review

TrueWealth LLC held its Edwards Lifesciences (EW) position steady in Q2 2020 at 1,953 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #174.

TrueWealth LLC first reported a position in EW in Q4 2017 and has held it in 11 quarters since. The position peaked at $159K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold EW as of Q2 2020.

TrueWealth LLC held 1,953 shares of Edwards Lifesciences worth $135K as of Q2 2020.
TrueWealth LLC left its Edwards Lifesciences share count unchanged in Q2 2020.
Edwards Lifesciences made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #174 holding.
TrueWealth LLC first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Edwards Lifesciences position peaked at $159K in Q4 2019.
1,048 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.