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Clear Perspectives Financial Planning’s Consolidated Edison ED Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-40
Closed -$3K – 242
2022
Q3 		$3K Hold
40
– – ﹤0.01% 179
2022
Q2 		$4K Hold
40
– – ﹤0.01% 183
2022
Q1 		$4K Hold
40
– – ﹤0.01% 190
2021
Q4 		$3K Hold
40
– – ﹤0.01% 206
2021
Q3 		$3K Buy
+40
New +$2.99K ﹤0.01% 193

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Clear Perspectives Financial Planning's ED Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Consolidated Edison (ED) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Clear Perspectives Financial Planning first reported a position in ED in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Consolidated Edison position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 40 Consolidated Edison shares in Q4 2022, an estimated $3K.
  • Clear Perspectives Financial Planning first reported a position in Consolidated Edison in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Consolidated Edison position peaked at $4K in Q2 2022.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.