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Halpern Financial’s Edwards Lifesciences EW Stock Holding History

Halpern Financial’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
Q2 		– Sell
-57
Closed -$5.3K – 230
2024
Q1 		$5.3K Hold
57
– – ﹤0.01% 179
2023
Q4 		$4.17K Hold
57
– – ﹤0.01% 210
2023
Q3 		$3.95K Hold
57
– – ﹤0.01% 190
2023
Q2 		$5.38K Buy
+57
New +$4.95K ﹤0.01% 216
2020
Q3 		– Sell
-30
Closed -$2.07K – 210
2020
Q2 		$2.07K Buy
+30
New +$2.13K ﹤0.01% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Halpern Financial's EW Position: Q2 2024 in Review

Halpern Financial sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 57 shares — an estimated $5.3K sold.

Halpern Financial first reported a position in EW in Q2 2020 and held it in 5 quarters. The position peaked at $5.38K in Q2 2023. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Halpern Financial reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 57 Edwards Lifesciences shares in Q2 2024, an estimated $5.3K.
  • Halpern Financial first reported a position in Edwards Lifesciences in Q2 2020 and held it in 5 quarters.
  • Halpern Financial's Edwards Lifesciences position peaked at $5.38K in Q2 2023.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.