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NovaPoint Capital’s Edwards Lifesciences EW Stock Holding History

NovaPoint Capital’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
Q3 		– Sell
-3,175
Closed -$293K – 133
2024
Q2 		$293K Hold
3,175
– – 0.1% 112
2024
Q1 		$303K Sell
3,175
-1,480
-32% -$124K 0.11% 111
2023
Q4 		$355K Sell
4,655
-1,100
-19% -$76.5K 0.13% 97
2023
Q3 		$399K Sell
5,755
-191
-3% -$15.3K 0.16% 91
2023
Q2 		$561K Hold
5,946
– – 0.21% 84
2023
Q1 		$492K Buy
5,946
+1
+0% +$79 0.2% 86
2022
Q4 		$444K Hold
5,945
– – 0.19% 89
2022
Q3 		$491K Sell
5,945
-120
-2% -$11.5K 0.22% 89
2022
Q2 		$577K Sell
6,065
-610
-9% -$63.1K 0.25% 81
2022
Q1 		$786K Sell
6,675
-440
-6% -$49.4K 0.29% 70
2021
Q4 		$922K Buy
7,115
+240
+3% +$28K 0.33% 69
2021
Q3 		$778K Buy
6,875
+55
+0.8% +$6.28K 0.31% 69
2021
Q2 		$706K Sell
6,820
-50
-0.7% -$4.71K 0.29% 69
2021
Q1 		$575K Buy
6,870
+145
+2% +$12.3K 0.27% 70
2020
Q4 		$614K Buy
6,725
+2,430
+57% +$202K 0.32% 66
2020
Q3 		$343K Buy
+4,295
New +$335K 0.22% 70

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NovaPoint Capital's EW Position: Q3 2024 in Review

NovaPoint Capital sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 3,175 shares — an estimated $293K sold.

NovaPoint Capital first reported a position in EW in Q3 2020 and held it in 16 quarters. The position peaked at $922K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • NovaPoint Capital reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • NovaPoint Capital sold 3,175 Edwards Lifesciences shares in Q3 2024, an estimated $293K.
  • NovaPoint Capital first reported a position in Edwards Lifesciences in Q3 2020 and held it in 16 quarters.
  • NovaPoint Capital's Edwards Lifesciences position peaked at $922K in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on NovaPoint Capital's 13F filing for Q3 2024, filed 17 Oct 2024.