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Warther Private Wealth’s Edwards Lifesciences EW Stock Holding History

Warther Private Wealth’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
Q1 		– Sell
-3,631
Closed -$466K – 134
2021
Q4 		$466K Hold
3,631
– – 0.35% 73
2021
Q3 		$408K Hold
3,631
– – 0.36% 73
2021
Q2 		$381K Buy
+3,631
New +$342K 0.37% 70

Other funds holding EW

BlackRock
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
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Warther Private Wealth's EW Position: Q1 2022 in Review

Warther Private Wealth sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 3,631 shares — an estimated $466K sold.

Warther Private Wealth first reported a position in EW in Q2 2021 and held it in 3 quarters. The position peaked at $466K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Warther Private Wealth reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • Warther Private Wealth sold 3,631 Edwards Lifesciences shares in Q1 2022, an estimated $466K.
  • Warther Private Wealth first reported a position in Edwards Lifesciences in Q2 2021 and held it in 3 quarters.
  • Warther Private Wealth's Edwards Lifesciences position peaked at $466K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Warther Private Wealth's 13F filing for Q1 2022, filed 30 Dec 2022.