CPC
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Consolidated Planning Corp’s Consolidated Edison ED Stock Holding History

Consolidated Planning 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
Q4 		– Sell
-216
Closed -$16K – 172
2021
Q3 		$16K Buy
+216
New +$16.1K 0.01% 265

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Lazard Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
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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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Consolidated Planning Corp's ED Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 216 shares — an estimated $16K sold.

Consolidated Planning Corp first reported a position in ED in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 216 Consolidated Edison shares in Q4 2021, an estimated $16K.
  • Consolidated Planning Corp first reported a position in Consolidated Edison in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Consolidated Edison position peaked at $16K in Q3 2021.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.