WKWM
EW icon

Walter & Keenan Wealth Management’s Edwards Lifesciences EW Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-24,918
Closed -$1.44M – 156
2020
Q1 		$1.44M Buy
+24,918
New +$1.8M 0.57% 28

Other funds holding EW

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BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Walter & Keenan Wealth Management's EW Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2020, closing a stake of 24,918 shares — an estimated $1.44M sold.

Walter & Keenan Wealth Management first reported a position in EW in Q1 2020 and held it in 1 quarter. The position peaked at $1.44M in Q1 2020. 1,047 funds tracked by Wall St. Rank hold EW as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 24,918 Edwards Lifesciences shares in Q2 2020, an estimated $1.44M.
  • Walter & Keenan Wealth Management first reported a position in Edwards Lifesciences in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Edwards Lifesciences position peaked at $1.44M in Q1 2020.
  • 1,047 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.