AC
EW icon

Avestar Capital’s Edwards Lifesciences EW Stock Holding History

Avestar Capital’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
2025
Q1 		– Sell
-2,745
Closed -$203K – 512
2024
Q4 		$203K Buy
+2,745
New +$192K 0.02% 482
2024
Q3 		– Sell
-2,943
Closed -$272K – 485
2024
Q2 		$272K Buy
2,943
+423
+17% +$37.5K 0.03% 354
2024
Q1 		$241K Buy
+2,520
New +$212K 0.03% 387
2019
Q3 		– Sell
-84
Closed -$4K – 389
2019
Q2 		$4K Hold
84
– – ﹤0.01% 603
2019
Q1 		$4K Hold
84
– – ﹤0.01% 588
2018
Q4 		$2K Hold
84
– – ﹤0.01% 624
2018
Q3 		$4K Buy
84
+9
+12% +$440 ﹤0.01% 569
2018
Q2 		$1K Buy
75
+12
+19% +$560 ﹤0.01% 755
2018
Q1 		$1K Buy
63
+45
+250% +$1.95K ﹤0.01% 711
2017
Q4 		$0 Buy
+18
New +$661 ﹤0.01% 759

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avestar Capital's EW Position: Q1 2025 in Review

Avestar Capital sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 2,745 shares — an estimated $203K sold.

Avestar Capital first reported a position in EW in Q4 2017 and held it in 10 quarters. The position peaked at $272K in Q2 2024. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Avestar Capital reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 2,745 Edwards Lifesciences shares in Q1 2025, an estimated $203K.
  • Avestar Capital first reported a position in Edwards Lifesciences in Q4 2017 and held it in 10 quarters.
  • Avestar Capital's Edwards Lifesciences position peaked at $272K in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.