Delap Wealth Advisory’s Edwards Lifesciences EW Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-3,196	Closed	-$305K	–	181
2024 Q1	$305K	Buy	+3,196	New	+$268K	0.12%	150

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Delap Wealth Advisory's EW Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 3,196 shares — an estimated $305K sold.

Delap Wealth Advisory first reported a position in EW in Q1 2024 and held it in 1 quarter. The position peaked at $305K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Delap Wealth Advisory reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,196 Edwards Lifesciences shares in Q2 2024, an estimated $305K.
Delap Wealth Advisory first reported a position in Edwards Lifesciences in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Edwards Lifesciences position peaked at $305K in Q1 2024.
1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.