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RFP Financial Group’s Edwards Lifesciences EW Stock Holding History

RFP Financial Group’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
-725
Closed -$67K – 334
2024
Q2 		$67K Hold
725
– – 0.02% 201
2024
Q1 		$69.3K Buy
725
+17
+2% +$1.43K 0.03% 177
2023
Q4 		$54K Buy
+708
New +$49.3K 0.02% 194
2023
Q3 		– Sell
-708
Closed -$66.8K – 915
2023
Q2 		$66.8K Buy
+708
New +$61.5K 0.03% 190
2023
Q1 		– Sell
-708
Closed -$52.8K – 777
2022
Q4 		$52.8K Buy
+708
New +$54.6K 0.02% 191

Other funds holding EW

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

RFP Financial Group's EW Position: Q3 2024 in Review

RFP Financial Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 725 shares — an estimated $67K sold.

RFP Financial Group first reported a position in EW in Q4 2022 and held it in 5 quarters. The position peaked at $69.3K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • RFP Financial Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 725 Edwards Lifesciences shares in Q3 2024, an estimated $67K.
  • RFP Financial Group first reported a position in Edwards Lifesciences in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Edwards Lifesciences position peaked at $69.3K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.