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Alaethes Wealth’s Consolidated Edison ED Stock Holding History

Alaethes Wealth’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
2022
Q2 		– Sell
-1,466
Closed -$139K – 158
2022
Q1 		$139K Buy
1,466
+12
+0.8% +$1.04K 0.09% 108
2021
Q4 		$124K Buy
1,454
+12
+0.8% +$943 0.08% 107
2021
Q3 		$105K Buy
1,442
+14
+1% +$1.04K 0.08% 108
2021
Q2 		$102K Buy
+1,428
New +$110K 0.08% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alaethes Wealth's ED Position: Q2 2022 in Review

Alaethes Wealth sold out of Consolidated Edison (ED) in Q2 2022, closing a stake of 1,466 shares — an estimated $139K sold.

Alaethes Wealth first reported a position in ED in Q2 2021 and held it in 4 quarters. The position peaked at $139K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold ED as of Q2 2022.

  • Alaethes Wealth reported no remaining Consolidated Edison position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 1,466 Consolidated Edison shares in Q2 2022, an estimated $139K.
  • Alaethes Wealth first reported a position in Consolidated Edison in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Consolidated Edison position peaked at $139K in Q1 2022.
  • 1,073 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.