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Wetzel Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Wetzel Investment Advisors’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
-1,745
Closed -$167K – 371
2024
Q2 		$167K Sell
1,745
-23
-1% -$2.04K 0.1% 132
2024
Q1 		$153K Buy
1,768
+63
+4% +$5.29K 0.09% 139
2023
Q4 		$130K Buy
+1,705
New +$119K 0.08% 153

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $44.7B AUM 17.24% 1-Year Est. Return

Wetzel Investment Advisors's EW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 1,745 shares — an estimated $167K sold.

Wetzel Investment Advisors first reported a position in EW in Q4 2023 and held it in 3 quarters. The position peaked at $167K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,745 Edwards Lifesciences shares in Q3 2024, an estimated $167K.
  • Wetzel Investment Advisors first reported a position in Edwards Lifesciences in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Edwards Lifesciences position peaked at $167K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.