Connectus Wealth’s Edwards Lifesciences EW Stock Holding History

Connectus Wealth’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 Q1	$893K	Buy	9,345 +519	+6%	+$43.6K	0.02%	240
2023 Q4	$673K	Sell	8,826 -1,200	-12%	-$83.5K	0.01%	382
2023 Q3	$695K	Sell	10,026 -2,711	-21%	-$218K	0.02%	361
2023 Q2	$1.2M	Sell	12,737 -175	-1%	-$15.2K	0.03%	269
2023 Q1	$1.07M	Buy	+12,912	New	+$1.01M	0.03%	279
2022 Q4	–	Sell	-12,718	Closed	-$1.05M	–	446
2022 Q3	$1.05M	Buy	12,718 +3	+0%	+$289	0.02%	331
2022 Q2	$1.21M	Buy	12,715 +125	+1%	+$12.9K	0.03%	253
2022 Q1	$1.63M	Sell	12,590 -16,669	-57%	-$1.87M	0.05%	185
2021 Q4	$3.79M	Buy	+29,259	New	+$3.41M	0.15%	91

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Connectus Wealth's EW Position: Q1 2024 in Review

Connectus Wealth increased its Edwards Lifesciences (EW) stake by 5.9% in Q1 2024, buying an estimated $43.6K and bringing the position to 9,345 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #240.

Connectus Wealth first reported a position in EW in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Connectus Wealth held 9,345 shares of Edwards Lifesciences worth $893K as of Q1 2024.
Connectus Wealth bought 519 Edwards Lifesciences shares in Q1 2024, an estimated $43.6K.
Edwards Lifesciences made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #240 holding.
Connectus Wealth first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 9 quarters since.
Connectus Wealth's Edwards Lifesciences position peaked at $3.79M in Q4 2021.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.