Brandywine Oak Private Wealth’s Consolidated Edison ED Stock Holding History

Brandywine Oak Private 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
2023 Q2	–	Sell	-2,114	Closed	-$202K	–	245
2023 Q1	$202K	Hold	2,114	–	–	0.02%	245
2022 Q4	$201K	Buy	+2,114	New	+$192K	0.03%	243
2022 Q3	–	Sell	-2,113	Closed	-$200K	–	302
2022 Q2	$200K	Hold	2,113	–	–	0.03%	309
2022 Q1	$200K	Buy	+2,113	New	+$183K	0.02%	335
2019 Q1	–	Sell	-1,314	Closed	-$100K	–	317
2018 Q4	$100K	Buy	+1,314	New	+$103K	0.02%	272

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

Brandywine Oak Private Wealth's ED Position: Q2 2023 in Review

Brandywine Oak Private Wealth sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,114 shares — an estimated $202K sold.

Brandywine Oak Private Wealth first reported a position in ED in Q4 2018 and held it in 5 quarters. The position peaked at $202K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

Brandywine Oak Private Wealth reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,114 Consolidated Edison shares in Q2 2023, an estimated $202K.
Brandywine Oak Private Wealth first reported a position in Consolidated Edison in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's Consolidated Edison position peaked at $202K in Q1 2023.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.