Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VFA
Values First Advisors’s
Edwards Lifesciences
EW
Stock Holding History
Values First Advisors’s Portfolio
EW Stock Details
EW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-84
Closed
-$6.97K
–
226
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
$5.7T AUM
30.48%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close