CNWM
EW icon

Clay Northam Wealth Management’s Edwards Lifesciences EW Stock Holding History

Clay Northam 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
Q3 		– Sell
-2,400
Closed -$222K – 93
2024
Q2 		$222K Hold
2,400
– – 0.17% 75
2024
Q1 		$229K Buy
+2,400
New +$202K 0.18% 76
2023
Q3 		– Sell
-2,400
Closed -$226K – 79
2023
Q2 		$226K Buy
+2,400
New +$209K 0.22% 69
2022
Q3 		– Sell
-2,400
Closed -$228K – 82
2022
Q2 		$228K Hold
2,400
– – 0.28% 68
2022
Q1 		$283K Hold
2,400
– – 0.29% 64
2021
Q4 		$311K Buy
+2,400
New +$280K 0.29% 64

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

Clay Northam Wealth Management's EW Position: Q3 2024 in Review

Clay Northam Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,400 shares — an estimated $222K sold.

Clay Northam Wealth Management first reported a position in EW in Q4 2021 and held it in 6 quarters. The position peaked at $311K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Clay Northam Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Clay Northam Wealth Management sold 2,400 Edwards Lifesciences shares in Q3 2024, an estimated $222K.
  • Clay Northam Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 6 quarters.
  • Clay Northam Wealth Management's Edwards Lifesciences position peaked at $311K in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Clay Northam Wealth Management's 13F filing for Q3 2024, filed 7 Jan 2025.