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

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthstreet Investment Advisors's EW Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 10,506 shares — an estimated $878K sold.

Wealthstreet Investment Advisors first reported a position in EW in Q4 2017 and held it in 14 quarters. The position peaked at $958K in Q4 2020. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 10,506 Edwards Lifesciences shares in Q2 2021, an estimated $878K.
Wealthstreet Investment Advisors first reported a position in Edwards Lifesciences in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Edwards Lifesciences position peaked at $958K in Q4 2020.
1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.