Curi Wealth Management’s Edwards Lifesciences EW Stock Holding History

Curi 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 Q1	–	Sell	-3,980	Closed	-$303K	–	47
2023 Q4	$303K	Sell	3,980 -3	-0.1%	-$209	0.04%	121
2023 Q3	$276K	Sell	3,983 -57	-1%	-$4.58K	0.04%	122
2023 Q2	$381K	Hold	4,040	–	–	0.05%	110
2023 Q1	$334K	Sell	4,040 -1	-0%	-$79	0.05%	114
2022 Q4	$301K	Buy	4,041 +2	+0%	+$154	0.04%	144
2022 Q3	$334K	Hold	4,039	–	–	0.06%	126
2022 Q2	$384K	Buy	4,039 +77	+2%	+$7.97K	0.07%	76
2022 Q1	$466K	Hold	3,962	–	–	0.08%	65
2021 Q4	$513K	Hold	3,962	–	–	0.09%	67
2021 Q3	$448K	Sell	3,962 -602	-13%	-$68.7K	0.21%	45
2021 Q2	$472K	Hold	4,564	–	–	0.24%	45
2021 Q1	$381K	Hold	4,564	–	–	0.24%	50
2020 Q4	$416K	Buy	+4,564	New	+$379K	0.3%	41

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

Curi Wealth Management's EW Position: Q1 2024 in Review

Curi Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 3,980 shares — an estimated $303K sold.

Curi Wealth Management first reported a position in EW in Q4 2020 and held it in 13 quarters. The position peaked at $513K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Curi Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 3,980 Edwards Lifesciences shares in Q1 2024, an estimated $303K.
Curi Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's Edwards Lifesciences position peaked at $513K in Q4 2021.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.