Values First Advisors’s Edwards Lifesciences EW Stock Holding History

Values First 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 Q2	–	Sell	-84	Closed	-$6.97K	–	219
2023 Q1	$6.97K	Buy	+84	New	+$6.6K	﹤0.01%	223
2022 Q2	–	Sell	-20,632	Closed	-$2.43M	–	162
2022 Q1	$2.43M	Buy	20,632 +262	+1%	+$29.4K	1.53%	14
2021 Q4	$2.64M	Sell	20,370 -3,302	-14%	-$385K	1.56%	11
2021 Q3	$2.68M	Buy	23,672 +312	+1%	+$35.6K	1.74%	8
2021 Q2	$2.42M	Buy	23,360 +6,373	+38%	+$601K	1.64%	8
2021 Q1	$1.42M	Buy	16,987 +318	+2%	+$26.9K	1.05%	36
2020 Q4	$1.52M	Buy	16,669 +1	+0%	+$83	1.21%	27
2020 Q3	$1.33M	Buy	16,668 +131	+0.8%	+$10.2K	1.22%	27
2020 Q2	$1.14M	Sell	16,537 -7,289	-31%	-$518K	1.13%	34
2020 Q1	$1.5M	Buy	23,826 +1,233	+5%	+$88.9K	1.8%	11
2019 Q4	$1.76M	Buy	+22,593	New	+$1.76M	1.7%	9

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Values First Advisors's EW Position: Q2 2023 in Review

Values First Advisors sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 84 shares — an estimated $6.97K sold.

Values First Advisors first reported a position in EW in Q4 2019 and held it in 11 quarters. The position peaked at $2.68M in Q3 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Values First Advisors reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 84 Edwards Lifesciences shares in Q2 2023, an estimated $6.97K.
Values First Advisors first reported a position in Edwards Lifesciences in Q4 2019 and held it in 11 quarters.
Values First Advisors's Edwards Lifesciences position peaked at $2.68M in Q3 2021.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.