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Spartan Planning & Wealth Management’s Edwards Lifesciences EW Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$20.4K Buy
+268
New +$18.6K 0.02% 160
2022
Q2 		– Sell
-2,082
Closed -$245K – 118
2022
Q1 		$245K Buy
+2,082
New +$234K 0.31% 44

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Spartan Planning & Wealth Management's EW Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Edwards Lifesciences (EW) in Q4 2023: 268 shares worth $20.4K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in EW as recently as Q1 2022.

Spartan Planning & Wealth Management first reported a position in EW in Q1 2022 and has held it in 2 quarters since. The position peaked at $245K in Q1 2022. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Spartan Planning & Wealth Management held 268 shares of Edwards Lifesciences worth $20.4K as of Q4 2023.
  • Edwards Lifesciences was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Edwards Lifesciences made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #160 holding.
  • Spartan Planning & Wealth Management first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Edwards Lifesciences position peaked at $245K in Q1 2022.
  • 1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.