Investment Advisory Group’s Edwards Lifesciences EW Stock Holding History

Investment Advisory 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	-3,140	Closed	-$290K	–	171
2024 Q2	$290K	Buy	3,140 +3	+0.1%	+$266	0.11%	124
2024 Q1	$300K	Sell	3,137 -246	-7%	-$20.7K	0.12%	115
2023 Q4	$258K	Buy	3,383 +9	+0.3%	+$626	0.12%	121
2023 Q3	$234K	Hold	3,374	–	–	0.12%	121
2023 Q2	$318K	Sell	3,374 -200	-6%	-$17.4K	0.16%	94
2023 Q1	$296K	Hold	3,574	–	–	0.17%	103
2022 Q4	$267K	Hold	3,574	–	–	0.16%	107
2022 Q3	$295K	Hold	3,574	–	–	0.2%	89
2022 Q2	$340K	Buy	+3,574	New	+$370K	0.23%	80

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Investment Advisory Group's EW Position: Q3 2024 in Review

Investment Advisory Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 3,140 shares — an estimated $290K sold.

Investment Advisory Group first reported a position in EW in Q2 2022 and held it in 9 quarters. The position peaked at $340K in Q2 2022. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Investment Advisory Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Investment Advisory Group sold 3,140 Edwards Lifesciences shares in Q3 2024, an estimated $290K.
Investment Advisory Group first reported a position in Edwards Lifesciences in Q2 2022 and held it in 9 quarters.
Investment Advisory Group's Edwards Lifesciences position peaked at $340K in Q2 2022.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Investment Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.