Wagner Wealth Management (South Carolina)’s Edwards Lifesciences EW Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-461	Closed	-$38K	–	396
2022 Q3	$38K	Hold	461	–	–	0.03%	233
2022 Q2	$44K	Buy	+461	New	+$47.7K	0.04%	218
2022 Q1	–	Sell	-416	Closed	-$54K	–	357
2021 Q4	$54K	Hold	416	–	–	0.04%	242
2021 Q3	$50K	Hold	416	–	–	0.04%	244
2021 Q2	$43K	Hold	416	–	–	0.03%	273
2021 Q1	$35K	Buy	+416	New	+$35.2K	0.03%	278

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wagner Wealth Management (South Carolina)'s EW Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 461 shares — an estimated $38K sold.

Wagner Wealth Management (South Carolina) first reported a position in EW in Q1 2021 and held it in 6 quarters. The position peaked at $54K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 461 Edwards Lifesciences shares in Q4 2022, an estimated $38K.
Wagner Wealth Management (South Carolina) first reported a position in Edwards Lifesciences in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Edwards Lifesciences position peaked at $54K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.