BKM Wealth Management’s Edwards Lifesciences EW Stock Holding History

BKM 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
2024 Q1	–	Sell	-60	Closed	-$4.58K	–	303
2023 Q4	$4.58K	Buy	+60	New	+$4.17K	﹤0.01%	521

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's EW Position: Q1 2024 in Review

BKM Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 60 shares — an estimated $4.58K sold.

BKM Wealth Management first reported a position in EW in Q4 2023 and held it in 1 quarter. The position peaked at $4.58K in Q4 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

BKM Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 60 Edwards Lifesciences shares in Q1 2024, an estimated $4.58K.
BKM Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Edwards Lifesciences position peaked at $4.58K in Q4 2023.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.