RWM
EW icon

Revisor Wealth Management’s Edwards Lifesciences EW Stock Holding History

Revisor Wealth Management’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
-2,400
Closed -$206K – 171
2024
Q1 		$206K Buy
+2,400
New +$202K 0.09% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Revisor Wealth Management's EW Position: Q2 2024 in Review

Revisor Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 2,400 shares — an estimated $206K sold.

Revisor Wealth Management first reported a position in EW in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Revisor Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 2,400 Edwards Lifesciences shares in Q2 2024, an estimated $206K.
  • Revisor Wealth Management first reported a position in Edwards Lifesciences in Q1 2024 and held it in 1 quarter.
  • Revisor Wealth Management's Edwards Lifesciences position peaked at $206K in Q1 2024.
  • 1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Revisor Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.