Pathway Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Pathway Financial 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 Q3	–	Sell	-2,391	Closed	-$221K	–	167
2024 Q2	$221K	Hold	2,391	–	–	0.06%	148
2024 Q1	$228K	Buy	+2,391	New	+$201K	0.06%	150
2023 Q3	–	Sell	-2,391	Closed	-$226K	–	140
2023 Q2	$226K	Buy	+2,391	New	+$208K	0.07%	117
2022 Q3	–	Sell	-2,392	Closed	-$227K	–	132
2022 Q2	$227K	Buy	2,392 +1	+0%	+$104	0.09%	119
2022 Q1	$281K	Hold	2,391	–	–	0.11%	108
2021 Q4	$261K	Buy	+2,391	New	+$279K	0.09%	112
2021 Q1	$222K	Buy	+2,391	New	+$202K	0.09%	115
2018 Q3	–	Sell	-2,391	Closed	-$116K	–	175
2018 Q2	$116K	Hold	2,391	–	–	0.07%	140
2018 Q1	$111K	Hold	2,391	–	–	0.06%	151
2017 Q4	$90K	Buy	+2,391	New	+$87.7K	0.05%	174

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pathway Financial Advisors's EW Position: Q3 2024 in Review

Pathway Financial Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,391 shares — an estimated $221K sold.

Pathway Financial Advisors first reported a position in EW in Q4 2017 and held it in 10 quarters. The position peaked at $281K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Pathway Financial Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Pathway Financial Advisors sold 2,391 Edwards Lifesciences shares in Q3 2024, an estimated $221K.
Pathway Financial Advisors first reported a position in Edwards Lifesciences in Q4 2017 and held it in 10 quarters.
Pathway Financial Advisors's Edwards Lifesciences position peaked at $281K in Q1 2022.
1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Pathway Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.