Landmark Wealth Management (New York)’s Edwards Lifesciences EW Stock Holding History

Landmark Wealth Management (New York)’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 Q1	–	Sell	-3,996	Closed	-$305K	–	73
2023 Q4	$305K	Hold	3,996	–	–	0.15%	60
2023 Q3	$277K	Hold	3,996	–	–	0.16%	59
2023 Q2	$377K	Hold	3,996	–	–	0.33%	31
2023 Q1	$331K	Hold	3,996	–	–	0.18%	56
2022 Q4	$298K	Hold	3,996	–	–	0.22%	52
2022 Q3	$330K	Buy	+3,996	New	+$385K	0.25%	49
2022 Q2	–	Sell	-3,996	Closed	-$470K	–	47
2022 Q1	$470K	Buy	+3,996	New	+$448K	0.25%	49

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Landmark Wealth Management (New York)'s EW Position: Q1 2024 in Review

Landmark Wealth Management (New York) sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 3,996 shares — an estimated $305K sold.

Landmark Wealth Management (New York) first reported a position in EW in Q1 2022 and held it in 7 quarters. The position peaked at $470K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Landmark Wealth Management (New York) reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Landmark Wealth Management (New York) sold 3,996 Edwards Lifesciences shares in Q1 2024, an estimated $305K.
Landmark Wealth Management (New York) first reported a position in Edwards Lifesciences in Q1 2022 and held it in 7 quarters.
Landmark Wealth Management (New York)'s Edwards Lifesciences position peaked at $470K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2024, filed 24 Apr 2024.