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Atlas Private Wealth Management’s Consolidated Edison ED Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-583
Closed -$44K – 183
2021
Q1 		$44K Buy
583
+300
+106% +$21.1K 0.03% 197
2020
Q4 		$20K Sell
283
-300
-51% -$23.3K 0.01% 259
2020
Q3 		$45K Sell
583
-159
-21% -$11.7K 0.04% 191
2020
Q2 		$53K Sell
742
-6,670
-90% -$512K 0.04% 193
2020
Q1 		$58K Buy
7,412
+6,671
+900% +$585K 0.05% 168
2019
Q4 		$67K Buy
+741
New +$66.4K 0.05% 185

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Atlas Private Wealth Management's ED Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 583 shares — an estimated $44K sold.

Atlas Private Wealth Management first reported a position in ED in Q4 2019 and held it in 6 quarters. The position peaked at $67K in Q4 2019. 965 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 583 Consolidated Edison shares in Q2 2021, an estimated $44K.
  • Atlas Private Wealth Management first reported a position in Consolidated Edison in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Consolidated Edison position peaked at $67K in Q4 2019.
  • 965 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.