Arbor Trust Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Arbor Trust 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 Q4	–	Sell	-2,402	Closed	-$222K	–	97
2024 Q3	$222K	Hold	2,402	–	–	0.12%	88
2024 Q2	$222K	Buy	2,402 +2	+0.1%	+$177	0.12%	88
2024 Q1	$220K	Buy	+2,400	New	+$202K	0.12%	91
2023 Q3	–	Sell	-2,410	Closed	-$227K	–	93
2023 Q2	$227K	Buy	+2,410	New	+$209K	0.14%	87
2022 Q3	–	Sell	-2,400	Closed	-$228K	–	98
2022 Q2	$228K	Hold	2,400	–	–	0.16%	91
2022 Q1	$283K	Sell	2,400 -150	-6%	-$16.8K	0.17%	85
2021 Q4	$330K	Hold	2,550	–	–	0.19%	79
2021 Q3	$289K	Hold	2,550	–	–	0.18%	81
2021 Q2	$264K	Hold	2,550	–	–	0.17%	83
2021 Q1	$213K	Hold	2,550	–	–	0.14%	92
2020 Q4	$233K	Hold	2,550	–	–	0.17%	83
2020 Q3	$204K	Buy	+2,550	New	+$199K	0.18%	81

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arbor Trust Wealth Advisors's EW Position: Q4 2024 in Review

Arbor Trust Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 2,402 shares — an estimated $222K sold.

Arbor Trust Wealth Advisors first reported a position in EW in Q3 2020 and held it in 12 quarters. The position peaked at $330K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Arbor Trust Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 2,402 Edwards Lifesciences shares in Q4 2024, an estimated $222K.
Arbor Trust Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2020 and held it in 12 quarters.
Arbor Trust Wealth Advisors's Edwards Lifesciences position peaked at $330K in Q4 2021.
1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.