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Maxwell Wealth Strategies’s Edwards Lifesciences EW Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$1.13M Sell
15,293
-11,415
-43% -$799K 0.46% 59
2024
Q3 		$1.78M Buy
26,708
+5,742
+27% +$417K 0.76% 45
2024
Q2 		$1.94M Buy
20,966
+155
+0.7% +$13.7K 0.95% 37
2024
Q1 		$1.83M Buy
20,811
+17,234
+482% +$1.45M 0.93% 39
2023
Q4 		$273K Buy
+3,577
New +$249K 0.18% 82

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maxwell Wealth Strategies's EW Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Edwards Lifesciences (EW) stake by 43% in Q4 2024, selling an estimated $799K and leaving 15,293 shares worth $1.13M. The position accounts for 0.46% of the portfolio, ranked #59.

Maxwell Wealth Strategies first reported a position in EW in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.94M in Q2 2024. 1,226 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Maxwell Wealth Strategies held 15,293 shares of Edwards Lifesciences worth $1.13M as of Q4 2024.
  • Maxwell Wealth Strategies sold 11,415 Edwards Lifesciences shares in Q4 2024, an estimated $799K.
  • Edwards Lifesciences made up 0.46% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #59 holding.
  • Maxwell Wealth Strategies first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Edwards Lifesciences position peaked at $1.94M in Q2 2024.
  • 1,226 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.