BDO Wealth Advisors’s Consolidated Edison ED Stock Holding History

BDO Wealth Advisors’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 Q2	$149K	Hold	1,646	–	–	0.02%	291
2023 Q1	$157K	Hold	1,646	–	–	0.02%	272
2022 Q4	$157K	Hold	1,646	–	–	0.02%	282
2022 Q3	$141K	Hold	1,646	–	–	0.02%	290
2022 Q2	$157K	Hold	1,646	–	–	0.02%	278
2022 Q1	$156K	Hold	1,646	–	–	0.02%	294
2021 Q4	$140K	Buy	1,646 +592	+56%	+$46.5K	0.01%	316
2021 Q3	$77K	Sell	1,054 -621	-37%	-$46.4K	0.01%	386
2021 Q2	$120K	Buy	1,675 +1,029	+159%	+$79K	0.01%	351
2021 Q1	$48K	Buy	646 +280	+77%	+$19.7K	0.01%	458
2020 Q4	$26K	Hold	366	–	–	﹤0.01%	425
2020 Q3	$28K	Hold	366	–	–	﹤0.01%	387
2020 Q2	$26K	Hold	366	–	–	﹤0.01%	392
2020 Q1	$29K	Hold	366	–	–	0.01%	398
2019 Q4	$33K	Sell	366 -30	-8%	-$2.69K	0.01%	342
2019 Q3	$37K	Hold	396	–	–	0.01%	349
2019 Q2	$35K	Hold	396	–	–	0.01%	343
2019 Q1	$34K	Hold	396	–	–	0.01%	324
2018 Q4	$30K	Hold	396	–	–	0.01%	301
2018 Q3	$30K	Hold	396	–	–	0.01%	343
2018 Q2	$31K	Sell	396 -300	-43%	-$22.9K	0.01%	340
2018 Q1	$54K	Sell	696 -666	-49%	-$51.8K	0.02%	238
2017 Q4	$116K	Buy	1,362 +1,332	+4,440%	+$114K	0.05%	143
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	392
2017 Q2	$2K	Buy	+30	New	+$2.42K	﹤0.01%	494

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's ED Position: Q2 2023 in Review

BDO Wealth Advisors held its Consolidated Edison (ED) position steady in Q2 2023 at 1,646 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #291.

BDO Wealth Advisors first reported a position in ED in Q2 2017 and has held it in 25 quarters since. The position peaked at $157K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

BDO Wealth Advisors held 1,646 shares of Consolidated Edison worth $149K as of Q2 2023.
BDO Wealth Advisors left its Consolidated Edison share count unchanged in Q2 2023.
Consolidated Edison made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #291 holding.
BDO Wealth Advisors first reported a position in Consolidated Edison in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Consolidated Edison position peaked at $157K in Q1 2023.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.