U.S. Capital Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-1,001	Closed	-$74.7K	–	914
2022 Q4	$74.7K	Buy	+1,001	New	+$77.1K	﹤0.01%	786

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

U.S. Capital Wealth Advisors's EW Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 1,001 shares — an estimated $74.7K sold.

U.S. Capital Wealth Advisors first reported a position in EW in Q4 2022 and held it in 1 quarter. The position peaked at $74.7K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,001 Edwards Lifesciences shares in Q1 2023, an estimated $74.7K.
U.S. Capital Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Edwards Lifesciences position peaked at $74.7K in Q4 2022.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.