MW
EW icon

Marcum Wealth’s Edwards Lifesciences EW Stock Holding History

Marcum Wealth’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
Q3 		– Sell
-2,317
Closed -$219K – 384
2023
Q2 		$219K Buy
+2,317
New +$201K 0.03% 315
2022
Q4 		– Sell
-2,686
Closed -$222K – 385
2022
Q3 		$222K Buy
2,686
+392
+17% +$37.7K 0.03% 286
2022
Q2 		$218K Buy
2,294
+91
+4% +$9.42K 0.03% 289
2022
Q1 		$259K Buy
2,203
+62
+3% +$6.96K 0.04% 270
2021
Q4 		$277K Sell
2,141
-22
-1% -$2.57K 0.04% 274
2021
Q3 		$245K Buy
+2,163
New +$247K 0.04% 269

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM