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Barnes Pettey Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Barnes Pettey Financial 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
2025
Q1 		– Sell
-2,810
Closed -$208K – 103
2024
Q4 		$208K Buy
+2,810
New +$197K 0.16% 98
2024
Q3 		– Sell
-3,035
Closed -$280K – 101
2024
Q2 		$280K Hold
3,035
– – 0.24% 70
2024
Q1 		$290K Hold
3,035
– – 0.25% 70
2023
Q4 		$231K Hold
3,035
– – 0.19% 89
2023
Q3 		$210K Hold
3,035
– – 0.19% 88
2023
Q2 		$286K Hold
3,035
– – 0.25% 75
2023
Q1 		$251K Buy
+3,035
New +$239K 0.24% 83

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Barnes Pettey Financial Advisors's EW Position: Q1 2025 in Review

Barnes Pettey Financial Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 2,810 shares — an estimated $208K sold.

Barnes Pettey Financial Advisors first reported a position in EW in Q1 2023 and held it in 7 quarters. The position peaked at $290K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Barnes Pettey Financial Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 2,810 Edwards Lifesciences shares in Q1 2025, an estimated $208K.
  • Barnes Pettey Financial Advisors first reported a position in Edwards Lifesciences in Q1 2023 and held it in 7 quarters.
  • Barnes Pettey Financial Advisors's Edwards Lifesciences position peaked at $290K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.