FAS Wealth Partners’s Edwards Lifesciences EW Stock Holding History

FAS Wealth Partners’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	-28,031	Closed	-$1.85M	–	437
2024 Q3	$1.85M	Buy	28,031 +1,368	+5%	+$99.4K	0.15%	119
2024 Q2	$2.46M	Buy	26,663 +1,613	+6%	+$143K	0.21%	98
2024 Q1	$2.39M	Buy	25,050 +806	+3%	+$67.7K	0.21%	101
2023 Q4	$1.85M	Buy	24,244 +2,993	+14%	+$208K	0.18%	113
2023 Q3	$1.47M	Buy	+21,251	New	+$1.71M	0.16%	116
2023 Q2	–	Sell	-18,174	Closed	-$1.5M	–	424
2023 Q1	$1.5M	Buy	18,174 +4,438	+32%	+$349K	0.16%	112
2022 Q4	$1.02M	Buy	13,736 +1,809	+15%	+$139K	0.12%	142
2022 Q3	$986K	Buy	11,927 +2,082	+21%	+$200K	0.11%	129
2022 Q2	$936K	Buy	9,845 +2,369	+32%	+$245K	0.1%	132
2022 Q1	$880K	Buy	7,476 +2,139	+40%	+$240K	0.08%	147
2021 Q4	$691K	Buy	5,337 +2,391	+81%	+$279K	0.06%	161
2021 Q3	$334K	Buy	2,946 +871	+42%	+$99.4K	0.03%	224
2021 Q2	$215K	Buy	+2,075	New	+$196K	0.02%	268

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FAS Wealth Partners's EW Position: Q4 2024 in Review

FAS Wealth Partners sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 28,031 shares — an estimated $1.85M sold.

FAS Wealth Partners first reported a position in EW in Q2 2021 and held it in 13 quarters. The position peaked at $2.46M in Q2 2024. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

FAS Wealth Partners reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
FAS Wealth Partners sold 28,031 Edwards Lifesciences shares in Q4 2024, an estimated $1.85M.
FAS Wealth Partners first reported a position in Edwards Lifesciences in Q2 2021 and held it in 13 quarters.
FAS Wealth Partners's Edwards Lifesciences position peaked at $2.46M in Q2 2024.
1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on FAS Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.