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Wealthcare Capital Management’s Edwards Lifesciences EW Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-98
Closed -$8K – 273
2021
Q1 		$8K Buy
+98
New +$8.29K ﹤0.01% 306
2020
Q1 		– Sell
-51
Closed -$4K – 384
2019
Q4 		$4K Buy
+51
New +$3.98K ﹤0.01% 293

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthcare Capital Management's EW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 98 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in EW in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 98 Edwards Lifesciences shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Edwards Lifesciences position peaked at $8K in Q1 2021.
  • 1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.