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Gen-Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Gen-Wealth Partners’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
-2,589
Closed -$239K – 680
2024
Q2 		$239K Buy
2,589
+395
+18% +$35K 0.12% 179
2024
Q1 		$210K Buy
+2,194
New +$184K 0.1% 199

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Gen-Wealth Partners's EW Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,589 shares — an estimated $239K sold.

Gen-Wealth Partners first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $239K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,589 Edwards Lifesciences shares in Q3 2024, an estimated $239K.
  • Gen-Wealth Partners first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Edwards Lifesciences position peaked at $239K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.