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JWM
Janiczek Wealth Management’s
Edwards Lifesciences
EW
Stock Holding History
Janiczek 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
Q2
$27.6K
Hold
299
–
–
0.01%
502
2024
Q1
$28.6K
Hold
299
–
–
0.01%
505
2023
Q4
$22.8K
Sell
299
-283
-49%
-$19.7K
0.01%
522
2023
Q3
$40.3K
Buy
582
+303
+109%
+$24.3K
0.01%
392
2023
Q2
$26.3K
Hold
279
–
–
0.01%
416
2023
Q1
$23.5K
Hold
279
–
–
0.01%
425
2022
Q4
$21.7K
Sell
279
-4
-1%
-$308
0.01%
445
2022
Q3
$23K
Hold
283
–
–
0.01%
430
2022
Q2
$28K
Hold
283
–
–
0.01%
413
2022
Q1
$33K
Buy
283
+125
+79%
+$14K
0.01%
372
2021
Q4
$20K
Hold
158
–
–
0.01%
480
2021
Q3
$18K
Buy
158
+5
+3%
+$571
0.01%
474
2021
Q2
$16K
Sell
153
-210
-58%
-$19.8K
0.01%
471
2021
Q1
$30K
Hold
363
–
–
0.01%
327
2020
Q4
$33K
Sell
363
-7
-2%
-$581
0.02%
264
2020
Q3
$30K
Buy
370
+19
+5%
+$1.48K
0.02%
126
2020
Q2
$24K
Buy
351
+141
+67%
+$10K
0.01%
110
2020
Q1
$13K
Hold
210
–
–
0.01%
97
2019
Q4
$16K
Hold
210
–
–
0.01%
99
2019
Q3
$15K
Buy
210
+90
+75%
+$6.32K
0.01%
102
2019
Q2
$7K
Buy
+120
New
+$7.26K
﹤0.01%
142
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$60.9B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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