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SYSTM Wealth Solutions’s Edwards Lifesciences EW Stock Holding History

SYSTM Wealth Solutions’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
-87
Closed -$8.04K – 278
2024
Q2 		$8.04K Sell
87
-7,894
-99% -$699K ﹤0.01% 515
2024
Q1 		$763K Sell
7,981
-119
-1% -$10K 0.1% 236
2023
Q4 		$618K Buy
8,100
+73
+0.9% +$5.08K 0.09% 249
2023
Q3 		$556K Buy
+8,027
New +$645K 0.09% 271
2023
Q2 		– Sell
-7,984
Closed -$661K – 498
2023
Q1 		$661K Sell
7,984
-12,394
-61% -$974K 0.1% 247
2022
Q4 		$1.52M Buy
+20,378
New +$1.57M 0.19% 151

Other funds holding EW

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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

SYSTM Wealth Solutions's EW Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 87 shares — an estimated $8.04K sold.

SYSTM Wealth Solutions first reported a position in EW in Q4 2022 and held it in 6 quarters. The position peaked at $1.52M in Q4 2022. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 87 Edwards Lifesciences shares in Q3 2024, an estimated $8.04K.
  • SYSTM Wealth Solutions first reported a position in Edwards Lifesciences in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Edwards Lifesciences position peaked at $1.52M in Q4 2022.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.