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FWM
Focused Wealth Management’s
Edwards Lifesciences
EW
Stock Holding History
Focused Wealth 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
2024
Q1
–
Sell
-144
Closed
-$11K
–
445
2023
Q4
$11K
Hold
144
–
–
﹤0.01%
532
2023
Q3
$9.98K
Hold
144
–
–
﹤0.01%
527
2023
Q2
$13.6K
Hold
144
–
–
﹤0.01%
492
2023
Q1
$11.9K
Hold
144
–
–
﹤0.01%
511
2022
Q4
$10.7K
Hold
144
–
–
﹤0.01%
518
2022
Q3
$12K
Hold
144
–
–
﹤0.01%
463
2022
Q2
$14K
Hold
144
–
–
﹤0.01%
456
2022
Q1
$17K
Hold
144
–
–
﹤0.01%
477
2021
Q4
$19K
Hold
144
–
–
﹤0.01%
495
2021
Q3
$16K
Hold
144
–
–
﹤0.01%
537
2021
Q2
$15K
Hold
144
–
–
﹤0.01%
550
2021
Q1
$12K
Hold
144
–
–
﹤0.01%
568
2020
Q4
$13K
Hold
144
–
–
﹤0.01%
528
2020
Q3
$11K
Hold
144
–
–
﹤0.01%
498
2020
Q2
$10K
Hold
144
–
–
﹤0.01%
492
2020
Q1
$9K
Buy
+144
New
+$10.4K
﹤0.01%
466
Other funds holding EW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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