Alta Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Alta Wealth Advisors’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	-5,094	Closed	-$487K	–	124
2024 Q1	$487K	Buy	5,094 +67	+1%	+$5.63K	0.25%	79
2023 Q4	$383K	Buy	5,027 +26	+0.5%	+$1.81K	0.21%	92
2023 Q3	$346K	Sell	5,001 -51	-1%	-$4.1K	0.21%	102
2023 Q2	$477K	Sell	5,052 -90	-2%	-$7.82K	0.28%	95
2023 Q1	$425K	Sell	5,142 -423	-8%	-$33.3K	0.27%	100
2022 Q4	$415K	Buy	5,565 +160	+3%	+$12.3K	0.28%	104
2022 Q3	$447K	Sell	5,405 -300	-5%	-$28.9K	0.32%	97
2022 Q2	$547K	Buy	5,705 +30	+0.5%	+$3.11K	0.38%	78
2022 Q1	$668K	Sell	5,675 -322	-5%	-$36.1K	0.4%	75
2021 Q4	$777K	Hold	5,997	–	–	0.48%	67
2021 Q3	$679K	Hold	5,997	–	–	0.49%	71
2021 Q2	$621K	Hold	5,997	–	–	0.46%	86
2021 Q1	$502K	Hold	5,997	–	–	0.42%	88
2020 Q4	$547K	Buy	+5,997	New	+$497K	0.46%	78

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Alta Wealth Advisors's EW Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 5,094 shares — an estimated $487K sold.

Alta Wealth Advisors first reported a position in EW in Q4 2020 and held it in 14 quarters. The position peaked at $777K in Q4 2021. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Alta Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Alta Wealth Advisors sold 5,094 Edwards Lifesciences shares in Q2 2024, an estimated $487K.
Alta Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 14 quarters.
Alta Wealth Advisors's Edwards Lifesciences position peaked at $777K in Q4 2021.
1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.