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Birchcreek Wealth Management’s Consolidated Edison ED Stock Holding History

Birchcreek 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
Q1 		– Sell
-762
Closed -$55K – 162
2020
Q4 		$55K Buy
+762
New +$59.2K 0.05% 205

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Bank of America
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Birchcreek Wealth Management's ED Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Consolidated Edison (ED) in Q1 2021, closing a stake of 762 shares — an estimated $55K sold.

Birchcreek Wealth Management first reported a position in ED in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 943 funds tracked by Wall St. Rank hold ED as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Consolidated Edison position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 762 Consolidated Edison shares in Q1 2021, an estimated $55K.
  • Birchcreek Wealth Management first reported a position in Consolidated Edison in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Consolidated Edison position peaked at $55K in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.