Cassady Schiller Wealth Management’s Edwards Lifesciences EW Stock Holding History

Cassady Schiller 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 Q4	$34.4K	Buy	465 +45	+11%	+$3.15K	0.01%	236
2024 Q3	$27.7K	Hold	420	–	–	0.01%	245
2024 Q2	$38.8K	Sell	420 -300	-42%	-$26.6K	0.02%	220
2024 Q1	$68.8K	Sell	720 -375	-34%	-$31.5K	0.03%	184
2023 Q4	$83.5K	Hold	1,095	–	–	0.04%	163
2023 Q3	$75.9K	Hold	1,095	–	–	0.04%	162
2023 Q2	$103K	Hold	1,095	–	–	0.06%	144
2023 Q1	$90.6K	Hold	1,095	–	–	0.04%	148
2022 Q4	$81.7K	Buy	+1,095	New	+$84.4K	0.05%	151
2022 Q1	–	Sell	-1,109	Closed	-$144K	–	271
2021 Q4	$144K	Buy	+1,109	New	+$129K	0.09%	117

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cassady Schiller Wealth Management's EW Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Edwards Lifesciences (EW) stake by 11% in Q4 2024, buying an estimated $3.15K and bringing the position to 465 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Cassady Schiller Wealth Management first reported a position in EW in Q4 2021 and has held it in 10 quarters since. The position peaked at $144K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Cassady Schiller Wealth Management held 465 shares of Edwards Lifesciences worth $34.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 45 Edwards Lifesciences shares in Q4 2024, an estimated $3.15K.
Edwards Lifesciences made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #236 holding.
Cassady Schiller Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Edwards Lifesciences position peaked at $144K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.