WLPWM
EW icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return