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Venture Visionary Partners’s Edwards Lifesciences EW Stock Holding History

Venture Visionary Partners’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
-2,239
Closed -$207K – 560
2024
Q2 		$207K Buy
+2,239
New +$198K 0.01% 525
2024
Q1 		– Sell
-2,930
Closed -$223K – 563
2023
Q4 		$223K Buy
+2,930
New +$204K 0.01% 473
2022
Q4 		– Sell
-4,913
Closed -$405K – 482
2022
Q3 		$405K Sell
4,913
-4
-0.1% -$385 0.03% 329
2022
Q2 		$468K Hold
4,917
– – 0.04% 312
2022
Q1 		$578K Buy
4,917
+4
+0.1% +$449 0.04% 303
2021
Q4 		$636K Sell
4,913
-27
-0.5% -$3.15K 0.04% 301
2021
Q3 		$559K Hold
4,940
– – 0.04% 302
2021
Q2 		$511K Buy
4,940
+26
+0.5% +$2.45K 0.04% 308
2021
Q1 		$411K Buy
+4,914
New +$415K 0.03% 325

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Venture Visionary Partners's EW Position: Q3 2024 in Review

Venture Visionary Partners sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,239 shares — an estimated $207K sold.

Venture Visionary Partners first reported a position in EW in Q1 2021 and held it in 9 quarters. The position peaked at $636K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Venture Visionary Partners reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Venture Visionary Partners sold 2,239 Edwards Lifesciences shares in Q3 2024, an estimated $207K.
  • Venture Visionary Partners first reported a position in Edwards Lifesciences in Q1 2021 and held it in 9 quarters.
  • Venture Visionary Partners's Edwards Lifesciences position peaked at $636K in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Venture Visionary Partners's 13F filing for Q3 2024, filed 21 Oct 2024.