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Simplicity Wealth’s Edwards Lifesciences EW Stock Holding History

Simplicity 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
Q3 		– Sell
-6,652
Closed -$614K – 714
2024
Q2 		$614K Sell
6,652
-44
-0.7% -$3.9K 0.01% 675
2024
Q1 		$640K Buy
+6,696
New +$562K 0.02% 650

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

Simplicity Wealth's EW Position: Q3 2024 in Review

Simplicity Wealth sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 6,652 shares — an estimated $614K sold.

Simplicity Wealth first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $640K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Simplicity Wealth reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,652 Edwards Lifesciences shares in Q3 2024, an estimated $614K.
  • Simplicity Wealth first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Edwards Lifesciences position peaked at $640K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.