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Coppell Advisory Solutions’s Edwards Lifesciences EW Stock Holding History

Coppell Advisory Solutions’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
-774
Closed -$51.5K – 2014
2024
Q3 		$51.5K Sell
774
-62
-7% -$4.5K 0.01% 543
2024
Q2 		$77.2K Buy
+836
New +$74K 0.01% 408
2023
Q4 		$51K Sell
669
-331
-33% -$23K 0.01% 489
2023
Q3 		$74.6K Sell
1,000
-535
-35% -$43K 0.03% 250
2023
Q2 		$141K Buy
+1,535
New +$133K 0.04% 226
2023
Q1 		– Sell
-1,000
Closed -$74.6K – 477
2022
Q4 		$74.6K Buy
+1,000
New +$77.1K 0.03% 254

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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
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

Coppell Advisory Solutions's EW Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 774 shares — an estimated $51.5K sold.

Coppell Advisory Solutions first reported a position in EW in Q4 2022 and held it in 6 quarters. The position peaked at $141K in Q2 2023. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 774 Edwards Lifesciences shares in Q4 2024, an estimated $51.5K.
  • Coppell Advisory Solutions first reported a position in Edwards Lifesciences in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Edwards Lifesciences position peaked at $141K in Q2 2023.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.