Certified Advisory Corp’s Consolidated Edison ED Stock Holding History

Certified Advisory Corp’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	-814	Closed	-$61K	–	346
2021 Q1	$61K	Buy	+814	New	+$57.3K	0.02%	321
2020 Q2	$57K	Buy	789 +8	+1%	+$614	0.02%	289
2020 Q1	$61K	Buy	+781	New	+$68.5K	0.02%	250
2019 Q4	–	Sell	-767	Closed	-$72K	–	800
2019 Q3	$72K	Buy	767 +6	+0.8%	+$533	0.03%	268
2019 Q2	$67K	Buy	761 +7	+0.9%	+$603	0.02%	276
2019 Q1	$64K	Buy	754 +6	+0.8%	+$479	0.03%	267
2018 Q4	$57K	Sell	748 -203	-21%	-$15.9K	0.03%	260
2018 Q3	$72K	Buy	951 +8	+0.8%	+$630	0.03%	243
2018 Q2	$74K	Buy	943 +9	+1%	+$688	0.04%	230
2018 Q1	$72K	Buy	934 +8	+0.9%	+$622	0.04%	222
2017 Q4	$78K	Buy	+926	New	+$79.6K	0.06%	181

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Certified Advisory Corp's ED Position: Q2 2021 in Review

Certified Advisory Corp sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 814 shares — an estimated $61K sold.

Certified Advisory Corp first reported a position in ED in Q4 2017 and held it in 11 quarters. The position peaked at $78K in Q4 2017. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

Certified Advisory Corp reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 814 Consolidated Edison shares in Q2 2021, an estimated $61K.
Certified Advisory Corp first reported a position in Consolidated Edison in Q4 2017 and held it in 11 quarters.
Certified Advisory Corp's Consolidated Edison position peaked at $78K in Q4 2017.
964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.