Walled Lake Planning & Wealth Management’s Edwards Lifesciences EW Stock Holding History

Walled Lake Planning & Wealth Management’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 Q2	–	Sell	-1,895	Closed	-$223K	–	81
2022 Q1	$223K	Buy	1,895 +53	+3%	+$5.95K	0.13%	80
2021 Q4	$239K	Hold	1,842	–	–	0.14%	83
2021 Q3	$209K	Hold	1,842	–	–	0.13%	78
2021 Q2	$191K	Hold	1,842	–	–	0.12%	79
2021 Q1	$154K	Hold	1,842	–	–	0.11%	84
2020 Q4	$168K	Hold	1,842	–	–	0.13%	76
2020 Q3	$147K	Hold	1,842	–	–	0.12%	79
2020 Q2	$127K	Sell	1,842 -30	-2%	-$2.13K	0.11%	80
2020 Q1	$118K	Hold	1,872	–	–	0.11%	76
2019 Q4	$146K	Buy	+1,872	New	+$146K	0.11%	76

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's EW Position: Q2 2022 in Review

Walled Lake Planning & Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,895 shares — an estimated $223K sold.

Walled Lake Planning & Wealth Management first reported a position in EW in Q4 2019 and held it in 10 quarters. The position peaked at $239K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Walled Lake Planning & Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,895 Edwards Lifesciences shares in Q2 2022, an estimated $223K.
Walled Lake Planning & Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's Edwards Lifesciences position peaked at $239K in Q4 2021.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.