Baystate Wealth Management’s Edwards Lifesciences EW Stock Holding History

Baystate 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
2023 Q4	$91.6K	Buy	+1,201	New	+$83.6K	0.01%	286
2019 Q4	–	Sell	-21	Closed	-$2K	–	634
2019 Q3	$2K	Buy	+21	New	+$1.48K	﹤0.01%	472
2018 Q1	–	Sell	-258	Closed	-$11K	–	688
2017 Q4	$11K	Buy	+258	New	+$9.47K	﹤0.01%	354
2017 Q3	–	Sell	-60	Closed	-$2K	–	664
2017 Q2	$2K	Hold	60	–	–	﹤0.01%	488
2017 Q1	$2K	Buy	+60	New	+$1.88K	﹤0.01%	457

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baystate Wealth Management's EW Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Edwards Lifesciences (EW) in Q4 2023: 1,201 shares worth $91.6K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in EW as recently as Q3 2019.

Baystate Wealth Management first reported a position in EW in Q1 2017 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Baystate Wealth Management held 1,201 shares of Edwards Lifesciences worth $91.6K as of Q4 2023.
Edwards Lifesciences was a new Baystate Wealth Management position in Q4 2023.
Edwards Lifesciences made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #286 holding.
Baystate Wealth Management first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 5 quarters since.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.