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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 $5.7T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM