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Clarity Financial’s Edwards Lifesciences EW Stock Holding History

Clarity 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
Q4 		– Sell
-3,550
Closed -$234K – 132
2024
Q3 		$234K Buy
+3,550
New +$258K 0.03% 135
2021
Q2 		– Sell
-4,248
Closed -$355K – 123
2021
Q1 		$355K Buy
+4,248
New +$359K 0.07% 95

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clarity Financial's EW Position: Q4 2024 in Review

Clarity Financial sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 3,550 shares — an estimated $234K sold.

Clarity Financial first reported a position in EW in Q1 2021 and held it in 2 quarters. The position peaked at $355K in Q1 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Clarity Financial reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 3,550 Edwards Lifesciences shares in Q4 2024, an estimated $234K.
  • Clarity Financial first reported a position in Edwards Lifesciences in Q1 2021 and held it in 2 quarters.
  • Clarity Financial's Edwards Lifesciences position peaked at $355K in Q1 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.