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WIA
Wealthstreet Investment Advisors’s
Edwards Lifesciences
EW
Stock Holding History
Wealthstreet Investment Advisors’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
-10,506
Closed
-$878K
–
170
2021
Q1
$878K
Hold
10,506
–
–
0.09%
182
2020
Q4
$958K
Hold
10,506
–
–
0.1%
169
2020
Q3
$839K
Hold
10,506
–
–
0.09%
166
2020
Q2
$726K
Buy
10,506
+900
+9%
+$64K
0.09%
172
2020
Q1
$604K
Hold
9,606
–
–
0.09%
166
2019
Q4
$747K
Hold
9,606
–
–
0.09%
185
2019
Q3
$764K
Hold
9,606
–
–
0.1%
169
2019
Q2
$592K
Hold
9,606
–
–
0.08%
202
2019
Q1
$613K
Hold
9,606
–
–
0.08%
194
2018
Q4
$539K
Hold
9,606
–
–
0.08%
202
2018
Q3
$557K
Hold
9,606
–
–
0.07%
227
2018
Q2
$466K
Hold
9,606
–
–
0.06%
247
2018
Q1
$447K
Hold
9,606
–
–
0.06%
246
2017
Q4
$361K
Buy
+9,606
New
+$353K
0.04%
265
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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