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Waller Financial Planning Group’s Edwards Lifesciences EW Stock Holding History

Waller Financial Planning Group’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
-2,064
Closed -$243K – 54
2022
Q1 		$243K Hold
2,064
– – 0.06% 44
2021
Q4 		$267K Hold
2,064
– – 0.07% 44
2021
Q3 		$234K Hold
2,064
– – 0.06% 46
2021
Q2 		$214K Buy
+2,064
New +$195K 0.06% 49

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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

Waller Financial Planning Group's EW Position: Q2 2022 in Review

Waller Financial Planning Group sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 2,064 shares — an estimated $243K sold.

Waller Financial Planning Group first reported a position in EW in Q2 2021 and held it in 4 quarters. The position peaked at $267K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Waller Financial Planning Group reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Waller Financial Planning Group sold 2,064 Edwards Lifesciences shares in Q2 2022, an estimated $243K.
  • Waller Financial Planning Group first reported a position in Edwards Lifesciences in Q2 2021 and held it in 4 quarters.
  • Waller Financial Planning Group's Edwards Lifesciences position peaked at $267K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Waller Financial Planning Group's 13F filing for Q2 2022, filed 18 Jul 2022.