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Procyon Advisors’s Edwards Lifesciences EW Stock Holding History

Procyon 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
2025
Q2 		– Sell
-5,495
Closed -$398K – 518
2025
Q1 		$398K Sell
5,495
-13
-0.2% -$930 0.02% 422
2024
Q4 		$408K Sell
5,508
-132
-2% -$9.24K 0.03% 371
2024
Q3 		$373K Sell
5,640
-55
-1% -$4K 0.03% 399
2024
Q2 		$526K Sell
5,695
-351
-6% -$31.1K 0.04% 304
2024
Q1 		$578K Sell
6,046
-17
-0.3% -$1.43K 0.04% 303
2023
Q4 		$462K Buy
6,063
+384
+7% +$26.7K 0.04% 329
2023
Q3 		$393K Buy
+5,679
New +$456K 0.04% 337
2020
Q3 		– Sell
-434
Closed -$30K – 454
2020
Q2 		$30K Buy
434
+5
+1% +$355 0.02% 471
2020
Q1 		$27K Buy
429
+315
+276% +$22.7K 0.02% 425
2019
Q4 		$9K Buy
+114
New +$8.9K 0.01% 680

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return