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Aevitas Wealth Management’s Consolidated Edison ED Stock Holding History

Aevitas Wealth Management’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
2020
Q1 		– Sell
-2,275
Closed -$206K – 100
2019
Q4 		$206K Buy
2,275
+9
+0.4% +$806 0.19% 105
2019
Q3 		$214K Buy
+2,266
New +$201K 0.21% 101
2019
Q2 		– Sell
-2,245
Closed -$190K – 166
2019
Q1 		$190K Buy
2,245
+10
+0.4% +$799 0.17% 103
2018
Q4 		$171K Buy
2,235
+11
+0.5% +$860 0.17% 104
2018
Q3 		$169K Buy
2,224
+10
+0.5% +$788 0.15% 112
2018
Q2 		$173K Buy
2,214
+12
+0.5% +$917 0.17% 108
2018
Q1 		$172K Buy
2,202
+11
+0.5% +$855 0.17% 104
2017
Q4 		$186K Buy
+2,191
New +$188K 0.18% 98

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Aevitas Wealth Management's ED Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Consolidated Edison (ED) in Q1 2020, closing a stake of 2,275 shares — an estimated $206K sold.

Aevitas Wealth Management first reported a position in ED in Q4 2017 and held it in 8 quarters. The position peaked at $214K in Q3 2019. 922 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Aevitas Wealth Management reported no remaining Consolidated Edison position as of Q1 2020 after selling out during the quarter.
  • Aevitas Wealth Management sold 2,275 Consolidated Edison shares in Q1 2020, an estimated $206K.
  • Aevitas Wealth Management first reported a position in Consolidated Edison in Q4 2017 and held it in 8 quarters.
  • Aevitas Wealth Management's Consolidated Edison position peaked at $214K in Q3 2019.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.