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Kapitalo Investimentos’s Edwards Lifesciences EW Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-2,604
Closed -$180K – 592
2023
Q3 		$180K Buy
+2,604
New +$209K 0.02% 309

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapitalo Investimentos's EW Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 2,604 shares — an estimated $180K sold.

Kapitalo Investimentos first reported a position in EW in Q3 2023 and held it in 1 quarter. The position peaked at $180K in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,604 Edwards Lifesciences shares in Q4 2023, an estimated $180K.
  • Kapitalo Investimentos first reported a position in Edwards Lifesciences in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Edwards Lifesciences position peaked at $180K in Q3 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.