AFT
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Alpha Family Trust’s Edwards Lifesciences EW Stock Holding History

Alpha Family Trust’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
-2,910
Closed -$269K – 162
2024
Q2 		$269K Hold
2,910
– – 0.16% 110
2024
Q1 		$278K Hold
2,910
– – 0.17% 114
2023
Q4 		$222K Buy
+2,910
New +$202K 0.15% 136

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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

Alpha Family Trust's EW Position: Q3 2024 in Review

Alpha Family Trust sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,910 shares — an estimated $269K sold.

Alpha Family Trust first reported a position in EW in Q4 2023 and held it in 3 quarters. The position peaked at $278K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Alpha Family Trust reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Alpha Family Trust sold 2,910 Edwards Lifesciences shares in Q3 2024, an estimated $269K.
  • Alpha Family Trust first reported a position in Edwards Lifesciences in Q4 2023 and held it in 3 quarters.
  • Alpha Family Trust's Edwards Lifesciences position peaked at $278K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Alpha Family Trust's 13F filing for Q3 2024, filed 7 Nov 2024.