FCA
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FinTrust Capital Advisors’s Edwards Lifesciences EW Stock Holding History

FinTrust Capital 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
-7
Closed -$647 – 1394
2024
Q2 		$647 Buy
+7
New +$620 ﹤0.01% 1291
2020
Q2 		– Sell
-825
Closed -$52K – 1083
2020
Q1 		$52K Hold
825
– – 0.03% 417
2019
Q4 		$64K Buy
+825
New +$64.4K 0.03% 399
2019
Q2 		– Sell
-99
Closed -$6K – 1119
2019
Q1 		$6K Hold
99
– – ﹤0.01% 885
2018
Q4 		$5K Buy
+99
New +$5.01K ﹤0.01% 923

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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

FinTrust Capital Advisors's EW Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 7 shares — an estimated $647 sold.

FinTrust Capital Advisors first reported a position in EW in Q4 2018 and held it in 5 quarters. The position peaked at $64K in Q4 2019. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • FinTrust Capital Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 7 Edwards Lifesciences shares in Q3 2024, an estimated $647.
  • FinTrust Capital Advisors first reported a position in Edwards Lifesciences in Q4 2018 and held it in 5 quarters.
  • FinTrust Capital Advisors's Edwards Lifesciences position peaked at $64K in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.