9WM
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9258 Wealth Management’s Edwards Lifesciences EW Stock Holding History

9258 Wealth Management’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
2024
Q3 		$678K Sell
10,276
-1,048
-9% -$76.1K 0.1% 165
2024
Q2 		$1.05M Buy
11,324
+521
+5% +$46.1K 0.16% 114
2024
Q1 		$1.03M Buy
10,803
+274
+3% +$23K 0.16% 119
2023
Q4 		$803K Buy
10,529
+2,093
+25% +$146K 0.14% 137
2023
Q3 		$584K Buy
8,436
+494
+6% +$39.7K 0.11% 159
2023
Q2 		$749K Buy
7,942
+745
+10% +$64.8K 0.14% 136
2023
Q1 		$595K Sell
7,197
-45
-0.6% -$3.54K 0.12% 155
2022
Q4 		$540K Buy
7,242
+32
+0.4% +$2.47K 0.12% 165
2022
Q3 		$596K Buy
7,210
+109
+2% +$10.5K 0.15% 143
2022
Q2 		$675K Buy
7,101
+350
+5% +$36.2K 0.17% 141
2022
Q1 		$795K Buy
6,751
+473
+8% +$53.1K 0.18% 136
2021
Q4 		$813K Buy
6,278
+1,378
+28% +$161K 0.19% 133
2021
Q3 		$555K Buy
4,900
+100
+2% +$11.4K 0.15% 155
2021
Q2 		$497K Hold
4,800
– – 0.13% 168
2021
Q1 		$401K Sell
4,800
-61
-1% -$5.16K 0.12% 190
2020
Q4 		$443K Buy
4,861
+61
+1% +$5.06K 0.14% 163
2020
Q3 		$344K Hold
4,800
– – 0.13% 182
2020
Q2 		$332K Hold
4,800
– – 0.13% 182
2020
Q1 		$352K Sell
4,800
-111
-2% -$8.01K 0.15% 163
2019
Q4 		$382K Buy
+4,911
New +$383K 0.14% 184

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

9258 Wealth Management's EW Position: Q3 2024 in Review

9258 Wealth Management reduced its Edwards Lifesciences (EW) stake by 9.3% in Q3 2024, selling an estimated $76.1K and leaving 10,276 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #165.

9258 Wealth Management first reported a position in EW in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • 9258 Wealth Management held 10,276 shares of Edwards Lifesciences worth $678K as of Q3 2024.
  • 9258 Wealth Management sold 1,048 Edwards Lifesciences shares in Q3 2024, an estimated $76.1K.
  • Edwards Lifesciences made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #165 holding.
  • 9258 Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Edwards Lifesciences position peaked at $1.05M in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.