LIWM
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Long Island Wealth Management’s Edwards Lifesciences EW Stock Holding History

Long Island 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
-7,436
Closed -$687K – 70
2024
Q2 		$687K Hold
7,436
– – 0.48% 45
2024
Q1 		$711K Sell
7,436
-5
-0.1% -$420 0.5% 45
2023
Q4 		$567K Buy
+7,441
New +$518K 0.4% 49

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State Street
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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 $1.56T 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 $44.7B AUM 17.24% 1-Year Est. Return

Long Island Wealth Management's EW Position: Q3 2024 in Review

Long Island Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 7,436 shares — an estimated $687K sold.

Long Island Wealth Management first reported a position in EW in Q4 2023 and held it in 3 quarters. The position peaked at $711K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Long Island Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 7,436 Edwards Lifesciences shares in Q3 2024, an estimated $687K.
  • Long Island Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 3 quarters.
  • Long Island Wealth Management's Edwards Lifesciences position peaked at $711K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

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