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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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Janiczek Wealth Management's EW Position: Q2 2024 in Review

Janiczek Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2024 at 299 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #502.

Janiczek Wealth Management first reported a position in EW in Q2 2019 and has held it in 21 quarters since. The position peaked at $40.3K in Q3 2023. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Janiczek Wealth Management held 299 shares of Edwards Lifesciences worth $27.6K as of Q2 2024.
  • Janiczek Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2024.
  • Edwards Lifesciences made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #502 holding.
  • Janiczek Wealth Management first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 21 quarters since.
  • Janiczek Wealth Management's Edwards Lifesciences position peaked at $40.3K in Q3 2023.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.