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Resurgent Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Resurgent 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
-6,270
Closed -$579K – 186
2024
Q2 		$579K Buy
6,270
+38
+0.6% +$3.37K 0.36% 80
2024
Q1 		$596K Buy
6,232
+892
+17% +$74.9K 0.32% 91
2023
Q4 		$407K Sell
5,340
-979
-15% -$68.1K 0.25% 106
2023
Q3 		$438K Sell
6,319
-89
-1% -$7.15K 0.3% 88
2023
Q2 		$604K Buy
6,408
+198
+3% +$17.2K 0.4% 64
2023
Q1 		$514K Sell
6,210
-425
-6% -$33.4K 0.34% 75
2022
Q4 		$495K Buy
6,635
+368
+6% +$28.4K 0.26% 92
2022
Q3 		$518K Buy
6,267
+178
+3% +$17.1K 0.35% 85
2022
Q2 		$579K Sell
6,089
-301
-5% -$31.2K 0.37% 84
2022
Q1 		$752K Buy
6,390
+682
+12% +$76.5K 0.47% 59
2021
Q4 		$739K Buy
+5,708
New +$666K 0.59% 50

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 6,270 shares — an estimated $579K sold.

Resurgent Financial Advisors first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $752K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Resurgent Financial Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 6,270 Edwards Lifesciences shares in Q3 2024, an estimated $579K.
  • Resurgent Financial Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
  • Resurgent Financial Advisors's Edwards Lifesciences position peaked at $752K in Q1 2022.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.