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Great Valley Advisor Group’s Edwards Lifesciences EW Stock Holding History

Great Valley Advisor Group’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
-2,465
Closed -$227K – 836
2024
Q2 		$227K Buy
2,465
+65
+3% +$5.76K 0.01% 716
2024
Q1 		$230K Buy
+2,400
New +$202K 0.01% 671
2023
Q2 		– Sell
-2,792
Closed -$231K – 712
2023
Q1 		$231K Sell
2,792
-30
-1% -$2.36K 0.01% 618
2022
Q4 		$211K Hold
2,822
– – 0.01% 642
2022
Q3 		$234K Sell
2,822
-374
-12% -$36K 0.01% 594
2022
Q2 		$304K Sell
3,196
-45
-1% -$4.66K 0.02% 543
2022
Q1 		$387K Buy
3,241
+229
+8% +$25.7K 0.02% 444
2021
Q4 		$385K Hold
3,012
– – 0.02% 442
2021
Q3 		$341K Buy
+3,012
New +$344K 0.02% 434

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Great Valley Advisor Group's EW Position: Q3 2024 in Review

Great Valley Advisor Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,465 shares — an estimated $227K sold.

Great Valley Advisor Group first reported a position in EW in Q3 2021 and held it in 9 quarters. The position peaked at $387K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Great Valley Advisor Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,465 Edwards Lifesciences shares in Q3 2024, an estimated $227K.
  • Great Valley Advisor Group first reported a position in Edwards Lifesciences in Q3 2021 and held it in 9 quarters.
  • Great Valley Advisor Group's Edwards Lifesciences position peaked at $387K in Q1 2022.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Great Valley Advisor Group's 13F filing for Q3 2024, filed 12 Nov 2024.