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Westend Capital Management’s Edwards Lifesciences EW Stock Holding History

Westend Capital Management’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
-27
Closed -$2.44K – 245
2024
Q2 		$2.44K Hold
27
– – ﹤0.01% 202
2024
Q1 		$2.58K Buy
+27
New +$2.27K ﹤0.01% 218

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Geode Capital Management
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Fisher Asset Management
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JP Morgan Chase
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Westend Capital Management's EW Position: Q3 2024 in Review

Westend Capital Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 27 shares — an estimated $2.44K sold.

Westend Capital Management first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $2.58K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Westend Capital Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Westend Capital Management sold 27 Edwards Lifesciences shares in Q3 2024, an estimated $2.44K.
  • Westend Capital Management first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Westend Capital Management's Edwards Lifesciences position peaked at $2.58K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Westend Capital Management's 13F filing for Q3 2024, filed 10 Oct 2024.