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	–	442
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Focused Wealth Management's EW Position: Q1 2024 in Review

Focused Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 144 shares — an estimated $11K sold.

Focused Wealth Management first reported a position in EW in Q1 2020 and held it in 16 quarters. The position peaked at $19K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Focused Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 144 Edwards Lifesciences shares in Q1 2024, an estimated $11K.
Focused Wealth Management first reported a position in Edwards Lifesciences in Q1 2020 and held it in 16 quarters.
Focused Wealth Management's Edwards Lifesciences position peaked at $19K in Q4 2021.
1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.