Alpha Cubed Investments’s Edwards Lifesciences EW Stock Holding History

Alpha Cubed Investments’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	–	Sell	-2,869	Closed	-$265K	–	281
2024 Q2	$265K	Buy	+2,869	New	+$254K	0.01%	226
2023 Q4	–	Sell	-4,874	Closed	-$338K	–	288
2023 Q3	$338K	Sell	4,874 -775	-14%	-$62.3K	0.02%	172
2023 Q2	$533K	Sell	5,649 -2,150	-28%	-$187K	0.04%	140
2023 Q1	$645K	Buy	7,799 +262	+3%	+$20.6K	0.05%	131
2022 Q4	$562K	Buy	7,537 +2,188	+41%	+$169K	0.04%	155
2022 Q3	$442K	Sell	5,349 -42	-0.8%	-$4.04K	0.03%	161
2022 Q2	$513K	Buy	5,391 +3,293	+157%	+$341K	0.04%	170
2022 Q1	$247K	Buy	+2,098	New	+$235K	0.02%	286

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Alpha Cubed Investments's EW Position: Q3 2024 in Review

Alpha Cubed Investments sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,869 shares — an estimated $265K sold.

Alpha Cubed Investments first reported a position in EW in Q1 2022 and held it in 8 quarters. The position peaked at $645K in Q1 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Alpha Cubed Investments reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Alpha Cubed Investments sold 2,869 Edwards Lifesciences shares in Q3 2024, an estimated $265K.
Alpha Cubed Investments first reported a position in Edwards Lifesciences in Q1 2022 and held it in 8 quarters.
Alpha Cubed Investments's Edwards Lifesciences position peaked at $645K in Q1 2023.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Alpha Cubed Investments's 13F filing for Q3 2024, filed 7 Oct 2024.