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AFS
Annapolis Financial Services’s
Edwards Lifesciences
EW
Stock Holding History
Annapolis Financial Services’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
Q1
–
Sell
-208
Closed
-$15.9K
–
396
2023
Q4
$15.9K
Hold
208
–
–
﹤0.01%
304
2023
Q3
$14.4K
Hold
208
–
–
﹤0.01%
302
2023
Q2
$19.6K
Hold
208
–
–
0.01%
272
2023
Q1
$17.2K
Hold
208
–
–
0.01%
260
2022
Q4
$15.5K
Hold
208
–
–
0.01%
263
2022
Q3
$17K
Hold
208
–
–
0.01%
273
2022
Q2
$20K
Hold
208
–
–
0.01%
245
2022
Q1
$24K
Buy
208
+115
+124%
+$12.9K
0.01%
243
2021
Q4
$12K
Hold
93
–
–
﹤0.01%
299
2021
Q3
$11K
Hold
93
–
–
﹤0.01%
284
2021
Q2
$10K
Hold
93
–
–
﹤0.01%
266
2021
Q1
$8K
Hold
93
–
–
﹤0.01%
271
2020
Q4
$8K
Buy
+93
New
+$7.71K
﹤0.01%
267
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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