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Souders Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Souders 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
Q1 		– Sell
-6,853
Closed -$523K – 162
2023
Q4 		$523K Buy
6,853
+162
+2% +$11.3K 0.09% 117
2023
Q3 		$464K Buy
6,691
+14
+0.2% +$1.13K 0.09% 119
2023
Q2 		$630K Buy
6,677
+81
+1% +$7.04K 0.12% 113
2023
Q1 		$546K Buy
6,596
+49
+0.7% +$3.85K 0.12% 108
2022
Q4 		$488K Buy
6,547
+994
+18% +$76.6K 0.11% 113
2022
Q3 		$459K Sell
5,553
-508
-8% -$48.9K 0.12% 112
2022
Q2 		$576K Buy
6,061
+25
+0.4% +$2.59K 0.17% 94
2022
Q1 		$711K Buy
6,036
+123
+2% +$13.8K 0.21% 96
2021
Q4 		$766K Buy
5,913
+115
+2% +$13.4K 0.22% 86
2021
Q3 		$656K Buy
+5,798
New +$662K 0.21% 90

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Souders Financial Advisors's EW Position: Q1 2024 in Review

Souders Financial Advisors sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 6,853 shares — an estimated $523K sold.

Souders Financial Advisors first reported a position in EW in Q3 2021 and held it in 10 quarters. The position peaked at $766K in Q4 2021. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Souders Financial Advisors reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 6,853 Edwards Lifesciences shares in Q1 2024, an estimated $523K.
  • Souders Financial Advisors first reported a position in Edwards Lifesciences in Q3 2021 and held it in 10 quarters.
  • Souders Financial Advisors's Edwards Lifesciences position peaked at $766K in Q4 2021.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Souders Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.