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Independent Solutions Wealth Management’s Edwards Lifesciences EW Stock Holding History

Independent Solutions Wealth Management’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
-2,556
Closed -$236K – 171
2024
Q2 		$236K Buy
2,556
+136
+6% +$12K 0.05% 156
2024
Q1 		$231K Sell
2,420
-600
-20% -$50.4K 0.05% 162
2023
Q4 		$230K Hold
3,020
– – 0.06% 156
2023
Q3 		$209K Hold
3,020
– – 0.05% 189
2023
Q2 		$285K Hold
3,020
– – 0.07% 177
2023
Q1 		$250K Sell
3,020
-154
-5% -$12.1K 0.07% 186
2022
Q4 		$237K Hold
3,174
– – 0.07% 192
2022
Q3 		$262K Hold
3,174
– – 0.09% 179
2022
Q2 		$302K Sell
3,174
-1,327
-29% -$137K 0.09% 162
2022
Q1 		$530K Sell
4,501
-63
-1% -$7.07K 0.12% 132
2021
Q4 		$591K Sell
4,564
-18
-0.4% -$2.1K 0.14% 125
2021
Q3 		$519K Hold
4,582
– – 0.13% 131
2021
Q2 		$475K Sell
4,582
-300
-6% -$28.3K 0.12% 136
2021
Q1 		$408K Sell
4,882
-53
-1% -$4.48K 0.11% 128
2020
Q4 		$450K Sell
4,935
-90
-2% -$7.46K 0.14% 115
2020
Q3 		$401K Buy
5,025
+168
+3% +$13.1K 0.15% 110
2020
Q2 		$336K Sell
4,857
-69
-1% -$4.9K 0.14% 114
2020
Q1 		$310K Sell
4,926
-21
-0.4% -$1.51K 0.17% 98
2019
Q4 		$385K Buy
+4,947
New +$386K 0.17% 109

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Independent Solutions Wealth Management's EW Position: Q3 2024 in Review

Independent Solutions Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,556 shares — an estimated $236K sold.

Independent Solutions Wealth Management first reported a position in EW in Q4 2019 and held it in 19 quarters. The position peaked at $591K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Independent Solutions Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,556 Edwards Lifesciences shares in Q3 2024, an estimated $236K.
  • Independent Solutions Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 19 quarters.
  • Independent Solutions Wealth Management's Edwards Lifesciences position peaked at $591K in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2024, filed 19 Dec 2024.