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Capital Analysts LLC’s Edwards Lifesciences EW Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-19
Closed -$1K – 1324
2024
Q3 		$1K Sell
19
-23
-55% -$1.67K ﹤0.01% 1256
2024
Q2 		$4K Sell
42
-27
-39% -$2.39K ﹤0.01% 1054
2024
Q1 		$7K Hold
69
– – ﹤0.01% 957
2023
Q4 		$5K Sell
69
-18
-21% -$1.25K ﹤0.01% 956
2023
Q3 		$6K Buy
87
+18
+26% +$1.45K ﹤0.01% 950
2023
Q2 		$7K Hold
69
– – ﹤0.01% 855
2023
Q1 		$6K Hold
69
– – ﹤0.01% 843
2022
Q4 		$5K Hold
69
– – ﹤0.01% 911
2022
Q3 		$6K Hold
69
– – ﹤0.01% 865
2022
Q2 		$7K Hold
69
– – ﹤0.01% 834
2022
Q1 		$8K Hold
69
– – ﹤0.01% 772
2021
Q4 		$9K Hold
69
– – ﹤0.01% 821
2021
Q3 		$8K Hold
69
– – ﹤0.01% 814
2021
Q2 		$7K Hold
69
– – ﹤0.01% 784
2021
Q1 		$6K Buy
+69
New +$5.83K ﹤0.01% 845

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Analysts LLC's EW Position: Q4 2024 in Review

Capital Analysts LLC sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 19 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EW in Q1 2021 and held it in 15 quarters. The position peaked at $9K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Capital Analysts LLC reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 19 Edwards Lifesciences shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Edwards Lifesciences in Q1 2021 and held it in 15 quarters.
  • Capital Analysts LLC's Edwards Lifesciences position peaked at $9K in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.