Westshore Wealth’s Edwards Lifesciences EW Stock Holding History

Westshore Wealth’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	-2,688	Closed	-$248K	–	98
2024 Q2	$248K	Sell	2,688 -19	-0.7%	-$1.68K	0.1%	79
2024 Q1	$259K	Sell	2,707 -25	-0.9%	-$2.1K	0.11%	78
2023 Q4	$208K	Buy	+2,732	New	+$190K	0.1%	89
2023 Q3	–	Sell	-2,732	Closed	-$258K	–	96
2023 Q2	$258K	Sell	2,732 -67	-2%	-$5.82K	0.13%	83
2023 Q1	$232K	Buy	+2,799	New	+$220K	0.12%	94
2022 Q4	–	Sell	-2,670	Closed	-$221K	–	107
2022 Q3	$221K	Buy	2,670 +81	+3%	+$7.79K	0.15%	81
2022 Q2	$246K	Buy	2,589 +394	+18%	+$40.8K	0.16%	73
2022 Q1	$258K	Buy	2,195 +118	+6%	+$13.2K	0.17%	76
2021 Q4	$269K	Hold	2,077	–	–	0.18%	67
2021 Q3	$235K	Sell	2,077 -178	-8%	-$20.3K	0.19%	68
2021 Q2	$234K	Buy	+2,255	New	+$213K	0.12%	122

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Westshore Wealth's EW Position: Q3 2024 in Review

Westshore Wealth sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,688 shares — an estimated $248K sold.

Westshore Wealth first reported a position in EW in Q2 2021 and held it in 11 quarters. The position peaked at $269K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Westshore Wealth reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Westshore Wealth sold 2,688 Edwards Lifesciences shares in Q3 2024, an estimated $248K.
Westshore Wealth first reported a position in Edwards Lifesciences in Q2 2021 and held it in 11 quarters.
Westshore Wealth's Edwards Lifesciences position peaked at $269K in Q4 2021.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

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