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Gilliland Jeter Wealth Management’s Edwards Lifesciences EW Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-1,288
Closed -$85K – 320
2024
Q3 		$85K Sell
1,288
-3,750
-74% -$272K 0.03% 240
2024
Q2 		$465K Sell
5,038
-46
-0.9% -$4.07K 0.16% 111
2024
Q1 		$486K Sell
5,084
-641
-11% -$53.8K 0.17% 113
2023
Q4 		$437K Buy
+5,725
New +$398K 0.18% 109

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gilliland Jeter Wealth Management's EW Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 1,288 shares — an estimated $85K sold.

Gilliland Jeter Wealth Management first reported a position in EW in Q4 2023 and held it in 4 quarters. The position peaked at $486K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,288 Edwards Lifesciences shares in Q4 2024, an estimated $85K.
  • Gilliland Jeter Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Edwards Lifesciences position peaked at $486K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.