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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kolinsky Wealth Management's EW Position: Q3 2024 in Review

Kolinsky Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,475 shares — an estimated $229K sold.

Kolinsky Wealth Management first reported a position in EW in Q4 2021 and held it in 6 quarters. The position peaked at $271K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Kolinsky Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Kolinsky Wealth Management sold 2,475 Edwards Lifesciences shares in Q3 2024, an estimated $229K.
Kolinsky Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 6 quarters.
Kolinsky Wealth Management's Edwards Lifesciences position peaked at $271K in Q4 2021.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Kolinsky Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.