CSWM
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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

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM