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Northwest Capital Management’s Edwards Lifesciences EW Stock Holding History

Northwest Capital Management’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
-360
Closed -$23.8K – 447
2024
Q3 		$23.8K Hold
360
– – 0.01% 244
2024
Q2 		$33.3K Hold
360
– – 0.01% 210
2024
Q1 		$34.4K Hold
360
– – 0.01% 257
2023
Q4 		$27.4K Hold
360
– – 0.01% 272
2023
Q3 		$24.9K Hold
360
– – 0.01% 264
2023
Q2 		$34K Buy
+360
New +$31.3K 0.01% 242

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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

Northwest Capital Management's EW Position: Q4 2024 in Review

Northwest Capital Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 360 shares — an estimated $23.8K sold.

Northwest Capital Management first reported a position in EW in Q2 2023 and held it in 6 quarters. The position peaked at $34.4K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Northwest Capital Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 360 Edwards Lifesciences shares in Q4 2024, an estimated $23.8K.
  • Northwest Capital Management first reported a position in Edwards Lifesciences in Q2 2023 and held it in 6 quarters.
  • Northwest Capital Management's Edwards Lifesciences position peaked at $34.4K in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.