Alterity Financial Group’s Edwards Lifesciences EW Stock Holding History

Alterity 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
2023 Q3	–	Sell	-2,485	Closed	-$234K	–	73
2023 Q2	$234K	Buy	+2,485	New	+$216K	0.34%	67
2021 Q4	$258K	Buy	+1,991	New	+$232K	0.28%	81
2021 Q1	$240K	Buy	+2,041	New	+$173K	0.29%	72

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alterity Financial Group's EW Position: Q3 2023 in Review

Alterity Financial Group sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,485 shares — an estimated $234K sold.

Alterity Financial Group first reported a position in EW in Q1 2021 and held it in 3 quarters. The position peaked at $258K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Alterity Financial Group reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Alterity Financial Group sold 2,485 Edwards Lifesciences shares in Q3 2023, an estimated $234K.
Alterity Financial Group first reported a position in Edwards Lifesciences in Q1 2021 and held it in 3 quarters.
Alterity Financial Group's Edwards Lifesciences position peaked at $258K in Q4 2021.
1,219 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Alterity Financial Group's 13F filing for Q3 2023, filed 27 Oct 2023.