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Jamison Private Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jamison Private 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
Q4 		– Sell
-218
Closed -$14.4K – 290
2024
Q3 		$14.4K Buy
218
+85
+64% +$6.18K ﹤0.01% 326
2024
Q2 		$12.3K Sell
133
-15
-10% -$1.33K ﹤0.01% 316
2024
Q1 		$14.1K Buy
148
+15
+11% +$1.26K ﹤0.01% 315
2023
Q4 		$10.1K Hold
133
– – ﹤0.01% 304
2023
Q3 		$9.21K Buy
+133
New +$10.7K ﹤0.01% 299

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jamison Private Wealth Management's EW Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 218 shares — an estimated $14.4K sold.

Jamison Private Wealth Management first reported a position in EW in Q3 2023 and held it in 5 quarters. The position peaked at $14.4K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 218 Edwards Lifesciences shares in Q4 2024, an estimated $14.4K.
  • Jamison Private Wealth Management first reported a position in Edwards Lifesciences in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Edwards Lifesciences position peaked at $14.4K in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.