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Delos Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-30
Closed -$2.77K – 252
2024
Q2 		$2.77K Hold
30
– – ﹤0.01% 193
2024
Q1 		$2.87K Buy
+30
New +$2.52K ﹤0.01% 194

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Delos Wealth Advisors's EW Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 30 shares — an estimated $2.77K sold.

Delos Wealth Advisors first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $2.87K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 30 Edwards Lifesciences shares in Q3 2024, an estimated $2.77K.
  • Delos Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's Edwards Lifesciences position peaked at $2.87K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.