WE
EW icon

Wealth Effects’s Edwards Lifesciences EW Stock Holding History

Wealth Effects’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
Q3 		– Sell
-2,475
Closed -$235K – 188
2022
Q2 		$235K Sell
2,475
-75
-3% -$7.76K 0.14% 146
2022
Q1 		$300K Sell
2,550
-75
-3% -$8.41K 0.14% 135
2021
Q4 		$340K Buy
+2,625
New +$306K 0.14% 135

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's EW Position: Q3 2022 in Review

Wealth Effects sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,475 shares — an estimated $235K sold.

Wealth Effects first reported a position in EW in Q4 2021 and held it in 3 quarters. The position peaked at $340K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Wealth Effects reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Wealth Effects sold 2,475 Edwards Lifesciences shares in Q3 2022, an estimated $235K.
  • Wealth Effects first reported a position in Edwards Lifesciences in Q4 2021 and held it in 3 quarters.
  • Wealth Effects's Edwards Lifesciences position peaked at $340K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Wealth Effects's 13F filing for Q3 2022, filed 14 Nov 2022.