Wealth Management Partners’s Edwards Lifesciences EW Stock Holding History

Wealth Management Partners’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
2023 Q2	–	Sell	-3,022	Closed	-$250K	–	115
2023 Q1	$250K	Buy	3,022 +22	+0.7%	+$1.73K	0.17%	98
2022 Q4	$225K	Hold	3,000	–	–	0.19%	90
2022 Q3	$263K	Hold	3,000	–	–	0.23%	75
2022 Q2	$266K	Hold	3,000	–	–	0.23%	80
2022 Q1	$330K	Hold	3,000	–	–	0.24%	81
2021 Q4	$392K	Sell	3,000 -929	-24%	-$108K	0.27%	75
2021 Q3	$445K	Buy	3,929 +138	+4%	+$15.8K	0.33%	64
2021 Q2	$393K	Buy	3,791 +225	+6%	+$21.2K	0.27%	75
2021 Q1	$300K	Hold	3,566	–	–	0.22%	88
2020 Q4	$309K	Buy	+3,566	New	+$296K	0.24%	88

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealth Management Partners's EW Position: Q2 2023 in Review

Wealth Management Partners sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 3,022 shares — an estimated $250K sold.

Wealth Management Partners first reported a position in EW in Q4 2020 and held it in 10 quarters. The position peaked at $445K in Q3 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Wealth Management Partners reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Wealth Management Partners sold 3,022 Edwards Lifesciences shares in Q2 2023, an estimated $250K.
Wealth Management Partners first reported a position in Edwards Lifesciences in Q4 2020 and held it in 10 quarters.
Wealth Management Partners's Edwards Lifesciences position peaked at $445K in Q3 2021.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.