TRUE Private Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

TRUE Private Wealth 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 Q3	–	Sell	-2,277	Closed	-$210K	–	236
2024 Q2	$210K	Buy	2,277 +22	+1%	+$1.95K	0.02%	265
2024 Q1	$215K	Buy	+2,255	New	+$189K	0.02%	266
2021 Q1	–	Sell	-849	Closed	-$77K	–	389
2020 Q4	$77K	Buy	849 +93	+12%	+$7.71K	0.01%	307
2020 Q3	$60K	Hold	756	–	–	0.01%	312
2020 Q2	$52K	Buy	756 +186	+33%	+$13.2K	0.01%	313
2020 Q1	$35K	Sell	570 -171	-23%	-$12.3K	0.01%	319
2019 Q4	$57K	Buy	+741	New	+$57.9K	0.01%	351
2019 Q3	–	Sell	-435	Closed	-$26K	–	385
2019 Q2	$26K	Buy	+435	New	+$26.3K	﹤0.01%	416
2018 Q4	–	Sell	-858	Closed	-$49.8K	–	458
2018 Q3	$49.8K	Buy	+858	New	+$42K	0.01%	461

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TRUE Private Wealth Advisors's EW Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,277 shares — an estimated $210K sold.

TRUE Private Wealth Advisors first reported a position in EW in Q3 2018 and held it in 9 quarters. The position peaked at $215K in Q1 2024. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,277 Edwards Lifesciences shares in Q3 2024, an estimated $210K.
TRUE Private Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and held it in 9 quarters.
TRUE Private Wealth Advisors's Edwards Lifesciences position peaked at $215K in Q1 2024.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.