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Flaharty Asset Management’s Edwards Lifesciences EW Stock Holding History

Flaharty Asset Management’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
2023
Q4 		– Sell
-16
Closed -$1.11K – 213
2023
Q3 		$1.11K Buy
+16
New +$1.29K ﹤0.01% 443

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AllianceBernstein
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Brown Advisory
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Bank of New York Mellon
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Flaharty Asset Management's EW Position: Q4 2023 in Review

Flaharty Asset Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 16 shares — an estimated $1.11K sold.

Flaharty Asset Management first reported a position in EW in Q3 2023 and held it in 1 quarter. The position peaked at $1.11K in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Flaharty Asset Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Flaharty Asset Management sold 16 Edwards Lifesciences shares in Q4 2023, an estimated $1.11K.
  • Flaharty Asset Management first reported a position in Edwards Lifesciences in Q3 2023 and held it in 1 quarter.
  • Flaharty Asset Management's Edwards Lifesciences position peaked at $1.11K in Q3 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.