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Wealthspire Advisors (Maryland)’s Edwards Lifesciences EW Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$490K Sell
6,144
-1,175
-16% -$91.7K 0.02% 275
2020
Q2 		$506K Buy
7,319
+221
+3% +$15.7K 0.04% 256
2020
Q1 		$446K Buy
7,098
+72
+1% +$5.19K 0.04% 250
2019
Q4 		$546K Sell
7,026
-108
-2% -$8.43K 0.04% 268
2019
Q3 		$523K Buy
7,134
+105
+1% +$7.38K 0.04% 254
2019
Q2 		$433K Sell
7,029
-123
-2% -$7.44K 0.03% 279
2019
Q1 		$456K Buy
7,152
+1,794
+33% +$102K 0.03% 268
2018
Q4 		$274K Buy
5,358
+537
+11% +$27.2K 0.02% 343
2018
Q3 		$280K Sell
4,821
-813
-14% -$39.8K 0.02% 380
2018
Q2 		$273K Sell
5,634
-2,952
-34% -$138K 0.02% 385
2018
Q1 		$399K Sell
8,586
-732
-8% -$31.8K 0.04% 295
2017
Q4 		$350K Buy
9,318
+3,645
+64% +$134K 0.03% 337
2017
Q3 		$207K Buy
5,673
+687
+14% +$26.2K 0.02% 462
2017
Q2 		$197K Buy
4,986
+2,970
+147% +$108K 0.02% 455
2017
Q1 		$63K Buy
2,016
+129
+7% +$4.04K 0.01% 740
2016
Q4 		$59K Sell
1,887
-234
-11% -$7.58K 0.01% 724
2016
Q3 		$85K Buy
2,121
+93
+5% +$3.5K 0.01% 623
2016
Q2 		$67K Buy
2,028
+510
+34% +$17.4K 0.01% 649
2016
Q1 		$45K Sell
1,518
-51
-3% -$1.41K 0.01% 728
2015
Q4 		$41K Buy
+1,569
New +$40.7K 0.01% 772

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Wealthspire Advisors (Maryland)'s EW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Edwards Lifesciences (EW) stake by 16% in Q3 2020, selling an estimated $91.7K and leaving 6,144 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #275.

Wealthspire Advisors (Maryland) first reported a position in EW in Q4 2015 and has held it in 20 quarters since. The position peaked at $546K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,144 shares of Edwards Lifesciences worth $490K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,175 Edwards Lifesciences shares in Q3 2020, an estimated $91.7K.
  • Edwards Lifesciences made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #275 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Edwards Lifesciences position peaked at $546K in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.