WESPAC Advisors’s Edwards Lifesciences EW Stock Holding History

WESPAC 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
2022 Q3	–	Sell	-5,277	Closed	-$502K	–	88
2022 Q2	$502K	Buy	5,277 +452	+9%	+$46.8K	0.38%	56
2022 Q1	$568K	Buy	4,825 +874	+22%	+$98K	0.61%	69
2021 Q4	$512K	Sell	3,951 -2,724	-41%	-$318K	0.34%	95
2021 Q3	$756K	Buy	+6,675	New	+$762K	0.47%	76
2021 Q2	–	Sell	-2,454	Closed	-$205K	–	112
2021 Q1	$205K	Hold	2,454	–	–	0.15%	157
2020 Q4	$224K	Buy	+2,454	New	+$204K	0.17%	134
2020 Q1	–	Sell	-9,486	Closed	-$738K	–	65
2019 Q4	$738K	Sell	9,486 -150	-2%	-$11.7K	0.72%	52
2019 Q3	$706K	Buy	+9,636	New	+$677K	0.7%	54
2018 Q4	–	Sell	-4,908	Closed	-$285K	–	118
2018 Q3	$285K	Buy	+4,908	New	+$240K	0.17%	117
2018 Q2	–	Sell	-4,929	Closed	-$229K	–	121
2018 Q1	$229K	Buy	+4,929	New	+$214K	0.14%	128

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WESPAC Advisors's EW Position: Q3 2022 in Review

WESPAC Advisors sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 5,277 shares — an estimated $502K sold.

WESPAC Advisors first reported a position in EW in Q1 2018 and held it in 10 quarters. The position peaked at $756K in Q3 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

WESPAC Advisors reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
WESPAC Advisors sold 5,277 Edwards Lifesciences shares in Q3 2022, an estimated $502K.
WESPAC Advisors first reported a position in Edwards Lifesciences in Q1 2018 and held it in 10 quarters.
WESPAC Advisors's Edwards Lifesciences position peaked at $756K in Q3 2021.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on WESPAC Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.