KWM
EW icon

Kolinsky Wealth Management’s Edwards Lifesciences EW Stock Holding History

Kolinsky 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
Q3 		– Sell
-2,475
Closed -$229K – 178
2024
Q2 		$229K Sell
2,475
-20
-0.8% -$1.77K 0.16% 134
2024
Q1 		$238K Buy
+2,495
New +$210K 0.18% 126
2023
Q3 		– Sell
-2,340
Closed -$215K – 136
2023
Q2 		$215K Buy
+2,340
New +$203K 0.2% 121
2022
Q3 		– Sell
-2,202
Closed -$209K – 124
2022
Q2 		$209K Sell
2,202
-20
-0.9% -$2.07K 0.25% 111
2022
Q1 		$262K Buy
2,222
+127
+6% +$14.2K 0.26% 102
2021
Q4 		$271K Buy
+2,095
New +$244K 0.25% 106

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return