TWM
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Tradition Wealth Management’s Edwards Lifesciences EW Stock Holding History

Tradition 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
2024
Q1 		– Sell
-969
Closed -$74K – 637
2023
Q4 		$74K Buy
969
+8
+0.8% +$557 0.01% 539
2023
Q3 		$67K Sell
961
-298
-24% -$23.9K 0.01% 537
2023
Q2 		$119K Sell
1,259
-377
-23% -$32.8K 0.01% 417
2023
Q1 		$135K Buy
1,636
+151
+10% +$11.9K 0.02% 364
2022
Q4 		$111K Sell
1,485
-5
-0.3% -$385 0.02% 352
2022
Q3 		$123K Buy
1,490
+395
+36% +$38K 0.02% 326
2022
Q2 		$104K Buy
1,095
+125
+13% +$12.9K 0.02% 353
2022
Q1 		$114K Hold
970
– – 0.01% 380
2021
Q4 		$126K Buy
970
+355
+58% +$41.4K 0.02% 357
2021
Q3 		$70K Hold
615
– – 0.01% 428
2021
Q2 		$64K Hold
615
– – 0.01% 477
2021
Q1 		$51K Hold
615
– – 0.01% 433
2020
Q4 		$56K Buy
+615
New +$51K 0.01% 392

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

Tradition Wealth Management's EW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 969 shares — an estimated $74K sold.

Tradition Wealth Management first reported a position in EW in Q4 2020 and held it in 13 quarters. The position peaked at $135K in Q1 2023. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Tradition Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 969 Edwards Lifesciences shares in Q1 2024, an estimated $74K.
  • Tradition Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Edwards Lifesciences position peaked at $135K in Q1 2023.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.