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FSM Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

FSM Wealth 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
Q1 		– Sell
-2,658
Closed -$203K – 169
2023
Q4 		$203K Buy
+2,658
New +$185K 0.09% 152
2023
Q3 		– Sell
-2,198
Closed -$203K – 157
2023
Q2 		$203K Buy
+2,198
New +$191K 0.1% 163

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FSM Wealth Advisors's EW Position: Q1 2024 in Review

FSM Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 2,658 shares — an estimated $203K sold.

FSM Wealth Advisors first reported a position in EW in Q2 2023 and held it in 2 quarters. The position peaked at $203K in Q2 2023. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • FSM Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,658 Edwards Lifesciences shares in Q1 2024, an estimated $203K.
  • FSM Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's Edwards Lifesciences position peaked at $203K in Q2 2023.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on FSM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.