Advisor OS’s Consolidated Edison ED Stock Holding History

Advisor OS’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,412	Closed	-$218K	–	295
2023 Q2	$218K	Buy	+2,412	New	+$231K	0.04%	276

Other funds holding ED

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor OS's ED Position: Q3 2023 in Review

Advisor OS sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 2,412 shares — an estimated $218K sold.

Advisor OS first reported a position in ED in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

Advisor OS reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
Advisor OS sold 2,412 Consolidated Edison shares in Q3 2023, an estimated $218K.
Advisor OS first reported a position in Consolidated Edison in Q2 2023 and held it in 1 quarter.
Advisor OS's Consolidated Edison position peaked at $218K in Q2 2023.
1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.