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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Annapolis Financial Services's EW Position: Q1 2024 in Review

Annapolis Financial Services sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 208 shares — an estimated $15.9K sold.

Annapolis Financial Services first reported a position in EW in Q4 2020 and held it in 13 quarters. The position peaked at $24K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Annapolis Financial Services reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 208 Edwards Lifesciences shares in Q1 2024, an estimated $15.9K.
Annapolis Financial Services first reported a position in Edwards Lifesciences in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Edwards Lifesciences position peaked at $24K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.