WFA of San Diego’s Edwards Lifesciences EW Stock Holding History

WFA of San Diego’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	-22	Closed	-$2K	–	175
2022 Q2	$2K	Buy	+22	New	+$2.28K	﹤0.01%	351

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFA of San Diego's EW Position: Q3 2022 in Review

WFA of San Diego sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

WFA of San Diego first reported a position in EW in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

WFA of San Diego reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
WFA of San Diego sold 22 Edwards Lifesciences shares in Q3 2022, an estimated $2K.
WFA of San Diego first reported a position in Edwards Lifesciences in Q2 2022 and held it in 1 quarter.
WFA of San Diego's Edwards Lifesciences position peaked at $2K in Q2 2022.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.