YorkBridge Wealth Partners’s Edwards Lifesciences EW Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-1,550	Closed	-$201K	–	287
2021 Q4	$201K	Buy	+1,550	New	+$181K	0.05%	278
2019 Q3	–	Sell	-2,550	Closed	-$157K	–	329
2019 Q2	$157K	Hold	2,550	–	–	0.07%	215
2019 Q1	$163K	Buy	2,550 +600	+31%	+$34.2K	0.08%	190
2018 Q4	$100K	Sell	1,950 -1,500	-43%	-$75.9K	0.05%	246
2018 Q3	$196K	Sell	3,450 -1,050	-23%	-$51.4K	0.09%	170
2018 Q2	$218K	Hold	4,500	–	–	0.1%	168
2018 Q1	$209K	Buy	4,500 +1,500	+50%	+$65.1K	0.1%	173
2017 Q4	$127K	Hold	3,000	–	–	0.06%	237
2017 Q3	$109K	Hold	3,000	–	–	0.06%	256
2017 Q2	$118K	Hold	3,000	–	–	0.06%	236
2017 Q1	$110K	Buy	+3,000	New	+$93.9K	0.06%	243

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State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

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

YorkBridge Wealth Partners's EW Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 1,550 shares — an estimated $201K sold.

YorkBridge Wealth Partners first reported a position in EW in Q1 2017 and held it in 11 quarters. The position peaked at $218K in Q2 2018. 1,312 funds tracked by Wall St. Rank hold EW as of Q1 2022.

YorkBridge Wealth Partners reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,550 Edwards Lifesciences shares in Q1 2022, an estimated $201K.
YorkBridge Wealth Partners first reported a position in Edwards Lifesciences in Q1 2017 and held it in 11 quarters.
YorkBridge Wealth Partners's Edwards Lifesciences position peaked at $218K in Q2 2018.
1,312 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.