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Valley Wealth Managers’s Edwards Lifesciences EW Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-800
Closed -$66.2K – 349
2023
Q1 		$66.2K Sell
800
-2,216
-73% -$174K 0.01% 206
2022
Q4 		$225K Sell
3,016
-79
-3% -$6.09K 0.02% 156
2022
Q3 		$256K Buy
3,095
+396
+15% +$38.1K 0.03% 151
2022
Q2 		$257K Sell
2,699
-1,883
-41% -$195K 0.02% 163
2022
Q1 		$540K Buy
4,582
+243
+6% +$27.3K 0.05% 122
2021
Q4 		$563K Buy
4,339
+324
+8% +$37.8K 0.05% 125
2021
Q3 		$454K Buy
4,015
+1,615
+67% +$184K 0.04% 132
2021
Q2 		$249K Hold
2,400
– – 0.02% 168
2021
Q1 		$201K Hold
2,400
– – 0.02% 162
2020
Q4 		$219K Buy
+2,400
New +$199K 0.02% 153

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Valley Wealth Managers's EW Position: Q2 2023 in Review

Valley Wealth Managers sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 800 shares — an estimated $66.2K sold.

Valley Wealth Managers first reported a position in EW in Q4 2020 and held it in 10 quarters. The position peaked at $563K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Valley Wealth Managers reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 800 Edwards Lifesciences shares in Q2 2023, an estimated $66.2K.
  • Valley Wealth Managers first reported a position in Edwards Lifesciences in Q4 2020 and held it in 10 quarters.
  • Valley Wealth Managers's Edwards Lifesciences position peaked at $563K in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Valley Wealth Managers's 13F filing for Q2 2023, filed 28 Jul 2023.