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Central Valley Advisors’s Edwards Lifesciences EW Stock Holding History

Central Valley Advisors’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
2025
Q1 		– Sell
-17,639
Closed -$1.31M – 134
2024
Q4 		$1.31M Buy
17,639
+2,145
+14% +$150K 0.59% 47
2024
Q3 		$1.02M Buy
15,494
+1,133
+8% +$82.3K 0.58% 49
2024
Q2 		$1.66M Buy
14,361
+456
+3% +$40.4K 0.71% 41
2024
Q1 		$1.33M Buy
13,905
+1,367
+11% +$115K 0.69% 43
2023
Q4 		$956K Buy
+12,538
New +$872K 0.56% 58

Other funds holding EW

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Central Valley Advisors's EW Position: Q1 2025 in Review

Central Valley Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 17,639 shares — an estimated $1.31M sold.

Central Valley Advisors first reported a position in EW in Q4 2023 and held it in 5 quarters. The position peaked at $1.66M in Q2 2024. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Central Valley Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Central Valley Advisors sold 17,639 Edwards Lifesciences shares in Q1 2025, an estimated $1.31M.
  • Central Valley Advisors first reported a position in Edwards Lifesciences in Q4 2023 and held it in 5 quarters.
  • Central Valley Advisors's Edwards Lifesciences position peaked at $1.66M in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Central Valley Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.