AWM
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Avior Wealth Management’s Edwards Lifesciences EW Stock Holding History

Avior 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
2025
Q1 		– Sell
-493
Closed -$36.5K – 1250
2024
Q4 		$36.5K Sell
493
-37
-7% -$2.59K ﹤0.01% 1242
2024
Q3 		$35K Buy
530
+308
+139% +$22.4K ﹤0.01% 1246
2024
Q2 		$20.5K Sell
222
-1,161
-84% -$103K ﹤0.01% 1342
2024
Q1 		$132K Buy
1,383
+1,263
+1,053% +$106K 0.01% 850
2023
Q4 		$9.15K Hold
120
– – ﹤0.01% 1007
2023
Q3 		$8.31K Buy
120
+87
+264% +$6.99K ﹤0.01% 1071
2023
Q2 		$3.11K Hold
33
– – ﹤0.01% 1290
2023
Q1 		$2.73K Sell
33
-16
-33% -$1.26K ﹤0.01% 1359
2022
Q4 		$3.65K Hold
49
– – ﹤0.01% 993
2022
Q3 		$4K Hold
49
– – ﹤0.01% 957
2022
Q2 		$4K Hold
49
– – ﹤0.01% 878
2022
Q1 		$5K Hold
49
– – ﹤0.01% 902
2021
Q4 		$6K Sell
49
-7
-13% -$817 ﹤0.01% 862
2021
Q3 		$6K Buy
56
+2
+4% +$228 ﹤0.01% 823
2021
Q2 		$5K Hold
54
– – ﹤0.01% 818
2021
Q1 		$4K Hold
54
– – ﹤0.01% 852
2020
Q4 		$4K Buy
54
+33
+157% +$2.74K ﹤0.01% 807
2020
Q3 		$1K Hold
21
– – ﹤0.01% 870
2020
Q2 		$1K Hold
21
– – ﹤0.01% 843
2020
Q1 		$1K Hold
21
– – ﹤0.01% 721
2019
Q4 		$1K Hold
21
– – ﹤0.01% 748
2019
Q3 		$1K Hold
21
– – ﹤0.01% 717
2019
Q2 		$1K Buy
+21
New +$1.27K ﹤0.01% 778
2017
Q1 		– Sell
-3,000
Closed -$94K – 498
2016
Q4 		$94K Hold
3,000
– – 0.04% 172
2016
Q3 		$121K Hold
3,000
– – 0.05% 160
2016
Q2 		$100K Buy
+3,000
New +$103K 0.04% 155

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 40.91% 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

Avior Wealth Management's EW Position: Q1 2025 in Review

Avior Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 493 shares — an estimated $36.5K sold.

Avior Wealth Management first reported a position in EW in Q2 2016 and held it in 26 quarters. The position peaked at $132K in Q1 2024. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Avior Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 493 Edwards Lifesciences shares in Q1 2025, an estimated $36.5K.
  • Avior Wealth Management first reported a position in Edwards Lifesciences in Q2 2016 and held it in 26 quarters.
  • Avior Wealth Management's Edwards Lifesciences position peaked at $132K in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.