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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meridian Wealth Advisors's EW Position: Q4 2024 in Review

Meridian Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 9,033 shares — an estimated $596K sold.

Meridian Wealth Advisors first reported a position in EW in Q4 2020 and held it in 16 quarters. The position peaked at $2.96M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Meridian Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 9,033 Edwards Lifesciences shares in Q4 2024, an estimated $596K.
  • Meridian Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 16 quarters.
  • Meridian Wealth Advisors's Edwards Lifesciences position peaked at $2.96M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Meridian Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.