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Global Wealth Strategies & Associates’s Edwards Lifesciences EW Stock Holding History

Global Wealth Strategies & Associates’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
-60
Closed -$3.96K – 409
2024
Q3 		$3.96K Hold
60
– – ﹤0.01% 253
2024
Q2 		$5.54K Hold
60
– – ﹤0.01% 214
2024
Q1 		$5.73K Hold
60
– – ﹤0.01% 216
2023
Q4 		$4.58K Hold
60
– – ﹤0.01% 216
2023
Q3 		$4.16K Hold
60
– – ﹤0.01% 221
2023
Q2 		$5.66K Hold
60
– – ﹤0.01% 198
2023
Q1 		$4.96K Hold
60
– – ﹤0.01% 211
2022
Q4 		$4.48K Buy
+60
New +$4.62K ﹤0.01% 218

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
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

Global Wealth Strategies & Associates's EW Position: Q4 2024 in Review

Global Wealth Strategies & Associates sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 60 shares — an estimated $3.96K sold.

Global Wealth Strategies & Associates first reported a position in EW in Q4 2022 and held it in 8 quarters. The position peaked at $5.73K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Global Wealth Strategies & Associates reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 60 Edwards Lifesciences shares in Q4 2024, an estimated $3.96K.
  • Global Wealth Strategies & Associates first reported a position in Edwards Lifesciences in Q4 2022 and held it in 8 quarters.
  • Global Wealth Strategies & Associates's Edwards Lifesciences position peaked at $5.73K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2024, filed 2 Jan 2025.