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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marcum Wealth's EW Position: Q3 2023 in Review

Marcum Wealth sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,317 shares — an estimated $219K sold.

Marcum Wealth first reported a position in EW in Q3 2021 and held it in 6 quarters. The position peaked at $277K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Marcum Wealth reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Marcum Wealth sold 2,317 Edwards Lifesciences shares in Q3 2023, an estimated $219K.
  • Marcum Wealth first reported a position in Edwards Lifesciences in Q3 2021 and held it in 6 quarters.
  • Marcum Wealth's Edwards Lifesciences position peaked at $277K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.