Glassman Wealth Services’s Edwards Lifesciences EW Stock Holding History

Glassman Wealth Services’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
2015 Q2	–	Sell	-120	Closed	-$37K	–	430
2015 Q1	$37K	Buy	+120	New	+$2.69K	0.03%	169

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Glassman Wealth Services's EW Position: Q1 2024 in Review

Glassman Wealth Services sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 751 shares — an estimated $57.3K sold.

Glassman Wealth Services first reported a position in EW in Q4 2016 and held it in 29 quarters. The position peaked at $146K in Q1 2022. 1,280 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Glassman Wealth Services reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 751 Edwards Lifesciences shares in Q1 2024, an estimated $57.3K.
Glassman Wealth Services first reported a position in Edwards Lifesciences in Q4 2016 and held it in 29 quarters.
Glassman Wealth Services's Edwards Lifesciences position peaked at $146K in Q1 2022.
1,280 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.