White Knight Strategic Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

White Knight Strategic Wealth 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
2025 Q1	–	Sell	-4,098	Closed	-$303K	–	86
2024 Q4	$303K	Buy	+4,098	New	+$287K	0.13%	97
2024 Q3	–	Sell	-2,679	Closed	-$247K	–	85
2024 Q2	$247K	Sell	2,679 -48	-2%	-$4.25K	0.25%	70
2024 Q1	$261K	Sell	2,727 -219	-7%	-$18.4K	0.27%	64
2023 Q4	$225K	Sell	2,946 -20	-0.7%	-$1.39K	0.26%	68
2023 Q3	$205K	Sell	2,966 -60	-2%	-$4.82K	0.27%	60
2023 Q2	$285K	Hold	3,026	–	–	0.33%	56
2023 Q1	$250K	Hold	3,026	–	–	0.31%	59
2022 Q4	$226K	Hold	3,026	–	–	0.31%	61
2022 Q3	$250K	Buy	3,026 +50	+2%	+$4.81K	0.36%	54
2022 Q2	$283K	Hold	2,976	–	–	0.39%	51
2022 Q1	$350K	Hold	2,976	–	–	0.38%	51
2021 Q4	$386K	Buy	+2,976	New	+$347K	0.4%	53

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

White Knight Strategic Wealth Advisors's EW Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 4,098 shares — an estimated $303K sold.

White Knight Strategic Wealth Advisors first reported a position in EW in Q4 2021 and held it in 12 quarters. The position peaked at $386K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

White Knight Strategic Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 4,098 Edwards Lifesciences shares in Q1 2025, an estimated $303K.
White Knight Strategic Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 12 quarters.
White Knight Strategic Wealth Advisors's Edwards Lifesciences position peaked at $386K in Q4 2021.
1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.