WA
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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 $5.7T 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 $1.47T 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 $43.1B AUM 23.42% 1-Year Est. Return