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Atlantic Edge Private Wealth Management’s Edwards Lifesciences EW Stock Holding History

Atlantic Edge Private Wealth Management’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
-45
Closed -$2.97K – 498
2024
Q3 		$2.97K Hold
45
– – ﹤0.01% 427
2024
Q2 		$4.16K Hold
45
– – ﹤0.01% 390
2024
Q1 		$4.3K Hold
45
– – ﹤0.01% 398
2023
Q4 		$3.43K Buy
+45
New +$3.13K ﹤0.01% 394

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's EW Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 45 shares — an estimated $2.97K sold.

Atlantic Edge Private Wealth Management first reported a position in EW in Q4 2023 and held it in 4 quarters. The position peaked at $4.3K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 45 Edwards Lifesciences shares in Q4 2024, an estimated $2.97K.
  • Atlantic Edge Private Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Edwards Lifesciences position peaked at $4.3K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.