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Fiduciary Alliance’s Edwards Lifesciences EW Stock Holding History

Fiduciary Alliance’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
-34,379
Closed -$3.14M – 261
2024
Q2 		$3.14M Sell
34,379
-276
-0.8% -$24.4K 0.51% 57
2024
Q1 		$3.27M Sell
34,655
-1,874
-5% -$157K 0.58% 50
2023
Q4 		$2.79M Sell
36,529
-1,742
-5% -$121K 0.55% 51
2023
Q3 		$2.65M Sell
38,271
-1,093
-3% -$87.8K 0.61% 43
2023
Q2 		$3.71M Buy
39,364
+4,243
+12% +$369K 0.8% 38
2023
Q1 		$2.91M Buy
35,121
+103
+0.3% +$8.1K 0.73% 41
2022
Q4 		$2.61M Buy
+35,018
New +$2.7M 0.68% 47

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fiduciary Alliance's EW Position: Q3 2024 in Review

Fiduciary Alliance sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 34,379 shares — an estimated $3.14M sold.

Fiduciary Alliance first reported a position in EW in Q4 2022 and held it in 7 quarters. The position peaked at $3.71M in Q2 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Fiduciary Alliance reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Fiduciary Alliance sold 34,379 Edwards Lifesciences shares in Q3 2024, an estimated $3.14M.
  • Fiduciary Alliance first reported a position in Edwards Lifesciences in Q4 2022 and held it in 7 quarters.
  • Fiduciary Alliance's Edwards Lifesciences position peaked at $3.71M in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Fiduciary Alliance's 13F filing for Q3 2024, filed 11 Oct 2024.