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WR Wealth Planners’s Edwards Lifesciences EW Stock Holding History

WR Wealth Planners’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
Q4 		$3.04K Sell
41
-32
-44% -$2.24K ﹤0.01% 785
2024
Q3 		$4.82K Sell
73
-23
-24% -$1.67K ﹤0.01% 750
2024
Q2 		$8.87K Buy
96
+34
+55% +$3.01K ﹤0.01% 614
2024
Q1 		$5.92K Buy
+62
New +$5.21K ﹤0.01% 687
2022
Q4 		– Sell
-36
Closed -$2.98K – 517
2022
Q3 		$2.98K Buy
+36
New +$3.46K ﹤0.01% 365

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's EW Position: Q4 2024 in Review

WR Wealth Planners reduced its Edwards Lifesciences (EW) stake by 44% in Q4 2024, selling an estimated $2.24K and leaving 41 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

WR Wealth Planners first reported a position in EW in Q3 2022 and has held it in 5 quarters since. The position peaked at $8.87K in Q2 2024. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • WR Wealth Planners held 41 shares of Edwards Lifesciences worth $3.04K as of Q4 2024.
  • WR Wealth Planners sold 32 Edwards Lifesciences shares in Q4 2024, an estimated $2.24K.
  • Edwards Lifesciences made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #785 holding.
  • WR Wealth Planners first reported a position in Edwards Lifesciences in Q3 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's Edwards Lifesciences position peaked at $8.87K in Q2 2024.
  • 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.