Altium Wealth Management’s Consolidated Edison ED Stock Holding History

Altium 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
2022 Q2	$1.21M	Buy	12,749 +1,429	+13%	+$136K	0.09%	139
2022 Q1	$1.07M	Buy	11,320 +738	+7%	+$63.8K	0.07%	149
2021 Q4	$903K	Buy	10,582 +2,932	+38%	+$230K	0.06%	164
2021 Q3	$555K	Buy	7,650 +1,060	+16%	+$79.1K	0.04%	212
2021 Q2	$473K	Buy	6,590 +1,228	+23%	+$94.3K	0.03%	242
2021 Q1	$401K	Buy	+5,362	New	+$377K	0.03%	258

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's ED Position: Q2 2022 in Review

Altium Wealth Management increased its Consolidated Edison (ED) stake by 13% in Q2 2022, buying an estimated $136K and bringing the position to 12,749 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #139.

Altium Wealth Management first reported a position in ED in Q1 2021 and has held it in 6 quarters since. 1,073 funds tracked by Wall St. Rank hold ED as of Q2 2022.

Altium Wealth Management held 12,749 shares of Consolidated Edison worth $1.21M as of Q2 2022.
Altium Wealth Management bought 1,429 Consolidated Edison shares in Q2 2022, an estimated $136K.
Consolidated Edison made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #139 holding.
Altium Wealth Management first reported a position in Consolidated Edison in Q1 2021 and has held it in 6 quarters since.
1,073 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.