Curi Wealth Management’s Consolidated Edison ED Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-2	Closed	–	–	341
2022 Q2	$0	Hold	2	–	–	﹤0.01%	656
2022 Q1	$0	Hold	2	–	–	﹤0.01%	550
2021 Q4	$0	Buy	+2	New	+$157	﹤0.01%	519

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Curi Wealth Management's ED Position: Q3 2022 in Review

Curi Wealth Management sold out of Consolidated Edison (ED) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in ED in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 1,030 funds tracked by Wall St. Rank hold ED as of Q3 2022.

Curi Wealth Management reported no remaining Consolidated Edison position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 2 Consolidated Edison shares in Q3 2022.
Curi Wealth Management first reported a position in Consolidated Edison in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Consolidated Edison position peaked at $0 in Q2 2022.
1,030 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.