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MWA
Meridian Wealth Advisors’s
Edwards Lifesciences
EW
Stock Holding History
Meridian Wealth Advisors’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
–
Sell
-9,033
Closed
-$596K
–
176
2024
Q3
$596K
Sell
9,033
-22,584
-71%
-$1.64M
0.1%
101
2024
Q2
$2.92M
Buy
31,617
+846
+3%
+$74.9K
0.52%
47
2024
Q1
$2.94M
Buy
30,771
+3,082
+11%
+$259K
0.55%
44
2023
Q4
$2.11M
Sell
27,689
-90
-0.3%
-$6.26K
0.46%
54
2023
Q3
$1.92M
Sell
27,779
-800
-3%
-$64.3K
0.48%
53
2023
Q2
$2.7M
Buy
28,579
+1,233
+5%
+$107K
0.65%
44
2023
Q1
$2.26M
Buy
27,346
+4,253
+18%
+$334K
0.57%
47
2022
Q4
$1.72M
Buy
23,093
+436
+2%
+$33.6K
0.44%
56
2022
Q3
$1.87M
Sell
22,657
-3,410
-13%
-$328K
0.53%
44
2022
Q2
$2.48M
Buy
26,067
+944
+4%
+$97.7K
0.66%
39
2022
Q1
$2.96M
Buy
25,123
+2,254
+10%
+$253K
0.69%
37
2021
Q4
$2.96M
Buy
22,869
+2,524
+12%
+$294K
0.72%
33
2021
Q3
$2.3M
Buy
20,345
+1,081
+6%
+$123K
0.64%
35
2021
Q2
$2M
Buy
19,264
+5,548
+40%
+$523K
0.56%
43
2021
Q1
$1.15M
Buy
13,716
+4,977
+57%
+$421K
0.38%
63
2020
Q4
$797K
Buy
+8,739
New
+$725K
0.29%
76
Other funds holding EW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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