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Clearview Wealth Advisors’s Consolidated Edison ED Stock Holding History

Clearview 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
Q3 		– Sell
-927
Closed -$83.8K – 258
2023
Q2 		$83.8K Sell
927
-70
-7% -$6.69K 0.09% 157
2023
Q1 		$95.4K Buy
997
+9
+0.9% +$843 0.1% 149
2022
Q4 		$94.2K Buy
988
+6
+0.6% +$546 0.07% 123
2022
Q3 		$84K Sell
982
-68
-6% -$6.56K 0.07% 129
2022
Q2 		$100K Sell
1,050
-228
-18% -$21.7K 0.07% 124
2022
Q1 		$121K Buy
1,278
+7
+0.6% +$605 0.08% 123
2021
Q4 		$108K Buy
1,271
+8
+0.6% +$629 0.07% 149
2021
Q3 		$92K Buy
1,263
+163
+15% +$12.2K 0.06% 168
2021
Q2 		$79K Sell
1,100
-14
-1% -$1.07K 0.05% 191
2021
Q1 		$83K Buy
1,114
+98
+10% +$6.89K 0.05% 179
2020
Q4 		$73K Buy
+1,016
New +$78.9K 0.05% 164

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearview Wealth Advisors's ED Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 927 shares — an estimated $83.8K sold.

Clearview Wealth Advisors first reported a position in ED in Q4 2020 and held it in 11 quarters. The position peaked at $121K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 927 Consolidated Edison shares in Q3 2023, an estimated $83.8K.
  • Clearview Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Consolidated Edison position peaked at $121K in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.