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Impact Partnership Wealth’s Edwards Lifesciences EW Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-29
Closed -$2.21K – 761
2023
Q4 		$2.21K Sell
29
-119
-80% -$8.28K ﹤0.01% 679
2023
Q3 		$10.3K Sell
148
-33
-18% -$2.65K ﹤0.01% 590
2023
Q2 		$17.1K Buy
+181
New +$15.7K 0.01% 364

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Impact Partnership Wealth's EW Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 29 shares — an estimated $2.21K sold.

Impact Partnership Wealth first reported a position in EW in Q2 2023 and held it in 3 quarters. The position peaked at $17.1K in Q2 2023. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 29 Edwards Lifesciences shares in Q1 2024, an estimated $2.21K.
  • Impact Partnership Wealth first reported a position in Edwards Lifesciences in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Edwards Lifesciences position peaked at $17.1K in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.