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WealthStone’s Edwards Lifesciences EW Stock Holding History

WealthStone’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
Q1 		$391K Buy
4,679
+158
+3% +$13.4K 0.14% 113
2020
Q4 		$412K Sell
4,521
-56
-1% -$4.64K 0.15% 98
2020
Q3 		$365K Buy
+4,577
New +$357K 0.17% 86
2019
Q3 		– Sell
-1,146
Closed -$70.6K – 240
2019
Q2 		$70.6K Buy
+1,146
New +$69.3K 0.03% 166

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WealthStone's EW Position: Q1 2021 in Review

WealthStone increased its Edwards Lifesciences (EW) stake by 3.5% in Q1 2021, buying an estimated $13.4K and bringing the position to 4,679 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #113.

WealthStone first reported a position in EW in Q2 2019 and has held it in 4 quarters since. The position peaked at $412K in Q4 2020. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • WealthStone held 4,679 shares of Edwards Lifesciences worth $391K as of Q1 2021.
  • WealthStone bought 158 Edwards Lifesciences shares in Q1 2021, an estimated $13.4K.
  • Edwards Lifesciences made up 0.14% of WealthStone's portfolio in Q1 2021, its #113 holding.
  • WealthStone first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's Edwards Lifesciences position peaked at $412K in Q4 2020.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.