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Richardson Financial Services’s Edwards Lifesciences EW Stock Holding History

Richardson Financial Services’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
-840
Closed -$80.3K – 600
2024
Q1 		$80.3K Hold
840
– – 0.06% 209
2023
Q4 		$64K Buy
+840
New +$58.4K 0.06% 200

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Richardson Financial Services's EW Position: Q2 2024 in Review

Richardson Financial Services sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 840 shares — an estimated $80.3K sold.

Richardson Financial Services first reported a position in EW in Q4 2023 and held it in 2 quarters. The position peaked at $80.3K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Richardson Financial Services reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 840 Edwards Lifesciences shares in Q2 2024, an estimated $80.3K.
  • Richardson Financial Services first reported a position in Edwards Lifesciences in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Edwards Lifesciences position peaked at $80.3K in Q1 2024.
  • 1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.