Cetera Trust Company’s Edwards Lifesciences EW Stock Holding History

Cetera Trust Company’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 Q2	–	Sell	-20	Closed	-$1.91K	–	413
2024 Q1	$1.91K	Hold	20	–	–	﹤0.01%	411
2023 Q4	$1.52K	Buy	+20	New	+$1.39K	﹤0.01%	416

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cetera Trust Company's EW Position: Q2 2024 in Review

Cetera Trust Company sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 20 shares — an estimated $1.91K sold.

Cetera Trust Company first reported a position in EW in Q4 2023 and held it in 2 quarters. The position peaked at $1.91K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Cetera Trust Company reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Cetera Trust Company sold 20 Edwards Lifesciences shares in Q2 2024, an estimated $1.91K.
Cetera Trust Company first reported a position in Edwards Lifesciences in Q4 2023 and held it in 2 quarters.
Cetera Trust Company's Edwards Lifesciences position peaked at $1.91K in Q1 2024.
1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Cetera Trust Company's 13F filing for Q2 2024, filed 2 Aug 2024.