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Allegheny Financial Group’s Edwards Lifesciences EW Stock Holding History

Allegheny Financial 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
-2,222
Closed -$212K – 223
2024
Q1 		$212K Buy
+2,222
New +$187K 0.07% 191
2022
Q3 		– Sell
-2,162
Closed -$206K – 168
2022
Q2 		$206K Hold
2,162
– – 0.1% 150
2022
Q1 		$255K Buy
2,162
+8
+0.4% +$897 0.11% 131
2021
Q4 		$279K Hold
2,154
– – 0.11% 123
2021
Q3 		$244K Hold
2,154
– – 0.11% 121
2021
Q2 		$223K Buy
+2,154
New +$203K 0.1% 132

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Brown Advisory
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Allegheny Financial Group's EW Position: Q2 2024 in Review

Allegheny Financial Group sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 2,222 shares — an estimated $212K sold.

Allegheny Financial Group first reported a position in EW in Q2 2021 and held it in 6 quarters. The position peaked at $279K in Q4 2021. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Allegheny Financial Group reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Allegheny Financial Group sold 2,222 Edwards Lifesciences shares in Q2 2024, an estimated $212K.
  • Allegheny Financial Group first reported a position in Edwards Lifesciences in Q2 2021 and held it in 6 quarters.
  • Allegheny Financial Group's Edwards Lifesciences position peaked at $279K in Q4 2021.
  • 1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Allegheny Financial Group's 13F filing for Q2 2024, filed 1 Aug 2024.