Atlas Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Atlas Capital 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 Q3	–	Sell	-45	Closed	-$4.16K	–	927
2024 Q2	$4.16K	Hold	45	–	–	﹤0.01%	791
2024 Q1	$4.3K	Hold	45	–	–	﹤0.01%	773
2023 Q4	$3.43K	Hold	45	–	–	﹤0.01%	804
2023 Q3	$3.12K	Hold	45	–	–	﹤0.01%	785
2023 Q2	$4.24K	Buy	+45	New	+$3.91K	﹤0.01%	793
2023 Q1	–	Sell	-45	Closed	-$3.36K	–	926
2022 Q4	$3.36K	Hold	45	–	–	﹤0.01%	810
2022 Q3	$3.72K	Hold	45	–	–	﹤0.01%	799
2022 Q2	$4.28K	Hold	45	–	–	﹤0.01%	865
2022 Q1	$5.3K	Hold	45	–	–	﹤0.01%	787
2021 Q4	$5.83K	Hold	45	–	–	﹤0.01%	786
2021 Q3	$5.09K	Hold	45	–	–	﹤0.01%	808
2021 Q2	$4.66K	Buy	+45	New	+$4.24K	﹤0.01%	827

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Atlas Capital Advisors's EW Position: Q3 2024 in Review

Atlas Capital Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 45 shares — an estimated $4.16K sold.

Atlas Capital Advisors first reported a position in EW in Q2 2021 and held it in 12 quarters. The position peaked at $5.83K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Atlas Capital Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Atlas Capital Advisors sold 45 Edwards Lifesciences shares in Q3 2024, an estimated $4.16K.
Atlas Capital Advisors first reported a position in Edwards Lifesciences in Q2 2021 and held it in 12 quarters.
Atlas Capital Advisors's Edwards Lifesciences position peaked at $5.83K in Q4 2021.
1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.