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Accordant Advisory Group’s Edwards Lifesciences EW Stock Holding History

Accordant Advisory Group’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
Q2 		– Sell
-1,816
Closed -$174K – 179
2024
Q1 		$174K Buy
+1,816
New +$153K 0.13% 90

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Accordant Advisory Group's EW Position: Q2 2024 in Review

Accordant Advisory Group sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 1,816 shares — an estimated $174K sold.

Accordant Advisory Group first reported a position in EW in Q1 2024 and held it in 1 quarter. The position peaked at $174K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Accordant Advisory Group reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 1,816 Edwards Lifesciences shares in Q2 2024, an estimated $174K.
  • Accordant Advisory Group first reported a position in Edwards Lifesciences in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Edwards Lifesciences position peaked at $174K in Q1 2024.
  • 1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.