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Centaurus Financial’s Edwards Lifesciences EW Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-1,822
Closed -$168K – 847
2024
Q2 		$168K Buy
1,822
+212
+13% +$18.8K 0.01% 649
2024
Q1 		$154K Sell
1,610
-149
-8% -$12.5K 0.01% 674
2023
Q4 		$134K Sell
1,759
-271
-13% -$18.9K 0.01% 688
2023
Q3 		$141K Buy
2,030
+673
+50% +$54.1K 0.01% 648
2023
Q2 		$128K Sell
1,357
-1,915
-59% -$166K 0.01% 677
2023
Q1 		$271K Buy
3,272
+797
+32% +$62.6K 0.02% 576
2022
Q4 		$185K Sell
2,475
-126
-5% -$9.71K 0.02% 628
2022
Q3 		$215K Buy
2,601
+177
+7% +$17K 0.02% 597
2022
Q2 		$230K Buy
+2,424
New +$251K 0.02% 561
2018
Q3 		– Sell
-2,352
Closed -$114K – 992
2018
Q2 		$114K Buy
+2,352
New +$110K 0.02% 667

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Centaurus Financial's EW Position: Q3 2024 in Review

Centaurus Financial sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 1,822 shares — an estimated $168K sold.

Centaurus Financial first reported a position in EW in Q2 2018 and held it in 10 quarters. The position peaked at $271K in Q1 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Centaurus Financial reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Centaurus Financial sold 1,822 Edwards Lifesciences shares in Q3 2024, an estimated $168K.
  • Centaurus Financial first reported a position in Edwards Lifesciences in Q2 2018 and held it in 10 quarters.
  • Centaurus Financial's Edwards Lifesciences position peaked at $271K in Q1 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Centaurus Financial's 13F filing for Q3 2024, filed 12 Nov 2024.