WESPAC Advisors SoCal’s Edwards Lifesciences EW Stock Holding History

WESPAC Advisors SoCal’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 Q4	–	Sell	-3,000	Closed	-$252K	–	78
2020 Q3	$252K	Hold	3,000	–	–	0.12%	65
2020 Q2	$203K	Hold	3,000	–	–	0.09%	75
2020 Q1	$228K	Buy	+3,000	New	+$216K	0.13%	67
2019 Q3	–	Sell	-4,365	Closed	-$268K	–	84
2019 Q2	$268K	Sell	4,365 -873	-17%	-$52.8K	0.14%	70
2019 Q1	$334K	Buy	5,238 +63	+1%	+$3.6K	0.18%	62
2018 Q4	$264K	Hold	5,175	–	–	0.17%	65
2018 Q3	$300K	Sell	5,175 -375	-7%	-$18.3K	0.15%	73
2018 Q2	$269K	Sell	5,550 -75	-1%	-$3.5K	0.15%	72
2018 Q1	$261K	Hold	5,625	–	–	0.15%	72
2017 Q4	$211K	Hold	5,625	–	–	0.12%	81
2017 Q3	$204K	Sell	5,625 -75	-1%	-$2.86K	0.12%	85
2017 Q2	$224K	Hold	5,700	–	–	0.14%	78
2017 Q1	$179K	Sell	5,700 -9,990	-64%	-$313K	0.11%	87
2016 Q4	$281K	Buy	15,690 +15,450	+6,438%	+$501K	0.18%	66
2016 Q3	$9.64K	Sell	240 -21,000	-99%	-$791K	0.01%	199
2016 Q2	$177K	Buy	21,240 +20,790	+4,620%	+$711K	0.11%	81
2016 Q1	$13.2K	Buy	+450	New	+$12.4K	0.01%	182

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WESPAC Advisors SoCal's EW Position: Q4 2020 in Review

WESPAC Advisors SoCal sold out of Edwards Lifesciences (EW) in Q4 2020, closing a stake of 3,000 shares — an estimated $252K sold.

WESPAC Advisors SoCal first reported a position in EW in Q1 2016 and held it in 17 quarters. The position peaked at $334K in Q1 2019. 1,158 funds tracked by Wall St. Rank hold EW as of Q4 2020.

WESPAC Advisors SoCal reported no remaining Edwards Lifesciences position as of Q4 2020 after selling out during the quarter.
WESPAC Advisors SoCal sold 3,000 Edwards Lifesciences shares in Q4 2020, an estimated $252K.
WESPAC Advisors SoCal first reported a position in Edwards Lifesciences in Q1 2016 and held it in 17 quarters.
WESPAC Advisors SoCal's Edwards Lifesciences position peaked at $334K in Q1 2019.
1,158 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2020, filed 2 Feb 2021.