Wealth Management Associates’s Edwards Lifesciences EW Stock Holding History

Wealth Management Associates’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
2023 Q3	–	Sell	-2,438	Closed	-$230K	–	192
2023 Q2	$230K	Sell	2,438 -141	-5%	-$12.3K	0.13%	165
2023 Q1	$213K	Buy	+2,579	New	+$203K	0.13%	175
2022 Q4	–	Sell	-3,954	Closed	-$327K	–	190
2022 Q3	$327K	Buy	3,954 +809	+26%	+$77.8K	0.23%	118
2022 Q2	$299K	Buy	3,145 +368	+13%	+$38.1K	0.2%	128
2022 Q1	$327K	Hold	2,777	–	–	0.19%	138
2021 Q4	$360K	Sell	2,777 -670	-19%	-$78.2K	0.19%	132
2021 Q3	$390K	Hold	3,447	–	–	0.23%	115
2021 Q2	$357K	Hold	3,447	–	–	0.2%	129
2021 Q1	$288K	Buy	3,447 +474	+16%	+$40.1K	0.18%	133
2020 Q4	$271K	Hold	2,973	–	–	0.18%	135
2020 Q3	$237K	Hold	2,973	–	–	0.18%	134
2020 Q2	$205K	Buy	+2,973	New	+$211K	0.17%	141
2020 Q1	–	Sell	-2,973	Closed	-$231K	–	129
2019 Q4	$231K	Hold	2,973	–	–	0.17%	133
2019 Q3	$218K	Buy	+2,973	New	+$209K	0.18%	132

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Wealth Management Associates's EW Position: Q3 2023 in Review

Wealth Management Associates sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,438 shares — an estimated $230K sold.

Wealth Management Associates first reported a position in EW in Q3 2019 and held it in 14 quarters. The position peaked at $390K in Q3 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Wealth Management Associates reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Wealth Management Associates sold 2,438 Edwards Lifesciences shares in Q3 2023, an estimated $230K.
Wealth Management Associates first reported a position in Edwards Lifesciences in Q3 2019 and held it in 14 quarters.
Wealth Management Associates's Edwards Lifesciences position peaked at $390K in Q3 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Wealth Management Associates's 13F filing for Q3 2023, filed 28 May 2025.