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Wealth Alliance’s Edwards Lifesciences EW Stock Holding History

Wealth Alliance’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
-2,453
Closed -$227K – 533
2024
Q2 		$227K Buy
2,453
+131
+6% +$11.6K 0.03% 456
2024
Q1 		$222K Buy
+2,322
New +$195K 0.03% 469
2023
Q3 		– Sell
-2,805
Closed -$265K – 504
2023
Q2 		$265K Sell
2,805
-36
-1% -$3.13K 0.04% 416
2023
Q1 		$235K Buy
+2,841
New +$223K 0.04% 430
2022
Q3 		– Sell
-2,421
Closed -$230K – 464
2022
Q2 		$230K Buy
+2,421
New +$251K 0.04% 391

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 $3.37T 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
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

Wealth Alliance's EW Position: Q3 2024 in Review

Wealth Alliance sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,453 shares — an estimated $227K sold.

Wealth Alliance first reported a position in EW in Q2 2022 and held it in 5 quarters. The position peaked at $265K in Q2 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Wealth Alliance reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Wealth Alliance sold 2,453 Edwards Lifesciences shares in Q3 2024, an estimated $227K.
  • Wealth Alliance first reported a position in Edwards Lifesciences in Q2 2022 and held it in 5 quarters.
  • Wealth Alliance's Edwards Lifesciences position peaked at $265K in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Wealth Alliance's 13F filing for Q3 2024, filed 4 Nov 2024.