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Concord Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Concord Wealth Partners’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
-52
Closed -$3.85K – 859
2024
Q4 		$3.85K Hold
52
– – ﹤0.01% 641
2024
Q3 		$3.43K Sell
52
-10
-16% -$727 ﹤0.01% 688
2024
Q2 		$5.73K Hold
62
– – ﹤0.01% 562
2024
Q1 		$5.92K Sell
62
-216
-78% -$18.1K ﹤0.01% 633
2023
Q4 		$21.2K Sell
278
-58
-17% -$4.04K ﹤0.01% 468
2023
Q3 		$23.3K Sell
336
-25
-7% -$2.01K ﹤0.01% 485
2023
Q2 		$34.1K Buy
361
+34
+10% +$2.96K 0.01% 415
2023
Q1 		$27.1K Sell
327
-533
-62% -$41.9K 0.01% 441
2022
Q4 		$64.2K Buy
+860
New +$66.3K 0.02% 326
2022
Q3 		– Sell
-1,519
Closed -$144K – 465
2022
Q2 		$144K Buy
1,519
+1,063
+233% +$110K 0.04% 207
2022
Q1 		$54K Sell
456
-24
-5% -$2.69K 0.01% 419
2021
Q4 		$62K Buy
480
+202
+73% +$23.6K 0.02% 413
2021
Q3 		$31K Sell
278
-166
-37% -$18.9K 0.01% 302
2021
Q2 		$46K Sell
444
-2
-0.4% -$189 0.01% 366
2021
Q1 		$37K Buy
446
+230
+106% +$19.4K 0.01% 377
2020
Q4 		$20K Buy
+216
New +$17.9K 0.02% 308

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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
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Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Concord Wealth Partners's EW Position: Q1 2025 in Review

Concord Wealth Partners sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 52 shares — an estimated $3.85K sold.

Concord Wealth Partners first reported a position in EW in Q4 2020 and held it in 16 quarters. The position peaked at $144K in Q2 2022. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Concord Wealth Partners reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 52 Edwards Lifesciences shares in Q1 2025, an estimated $3.85K.
  • Concord Wealth Partners first reported a position in Edwards Lifesciences in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Edwards Lifesciences position peaked at $144K in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.