QPW
EW icon

Quantum Private Wealth’s Edwards Lifesciences EW Stock Holding History

Quantum Private Wealth’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
Q2 		– Sell
-2,238
Closed -$214K – 191
2024
Q1 		$214K Buy
+2,238
New +$188K 0.08% 165
2023
Q4 		– Sell
-3,627
Closed -$251K – 182
2023
Q3 		$251K Sell
3,627
-2,820
-44% -$227K 0.12% 150
2023
Q2 		$608K Buy
6,447
+3,794
+143% +$330K 0.28% 84
2023
Q1 		$219K Buy
+2,653
New +$209K 0.12% 167
2022
Q4 		– Sell
-2,902
Closed -$239K – 189
2022
Q3 		$239K Sell
2,902
-2,116
-42% -$204K 0.15% 146
2022
Q2 		$477K Sell
5,018
-28,643
-85% -$2.97M 0.28% 84
2022
Q1 		$3.96M Sell
33,661
-1,400
-4% -$157K 1.71% 11
2021
Q4 		$4.54M Buy
+35,061
New +$4.09M 1.72% 9

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Quantum Private Wealth's EW Position: Q2 2024 in Review

Quantum Private Wealth sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 2,238 shares — an estimated $214K sold.

Quantum Private Wealth first reported a position in EW in Q4 2021 and held it in 8 quarters. The position peaked at $4.54M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Quantum Private Wealth reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Quantum Private Wealth sold 2,238 Edwards Lifesciences shares in Q2 2024, an estimated $214K.
  • Quantum Private Wealth first reported a position in Edwards Lifesciences in Q4 2021 and held it in 8 quarters.
  • Quantum Private Wealth's Edwards Lifesciences position peaked at $4.54M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Quantum Private Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.