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Whalen Wealth Management’s Edwards Lifesciences EW Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-7,972
Closed -$608K – 133
2023
Q4 		$608K Buy
+7,972
New +$555K 0.55% 55

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whalen Wealth Management's EW Position: Q1 2024 in Review

Whalen Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 7,972 shares — an estimated $608K sold.

Whalen Wealth Management first reported a position in EW in Q4 2023 and held it in 1 quarter. The position peaked at $608K in Q4 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Whalen Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 7,972 Edwards Lifesciences shares in Q1 2024, an estimated $608K.
  • Whalen Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's Edwards Lifesciences position peaked at $608K in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.