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Curran Financial Partners’s Consolidated Edison ED Stock Holding History

Curran Financial Partners’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
Q4 		– Sell
-2,592
Closed -$222K – 76
2023
Q3 		$222K Buy
+2,592
New +$236K 0.1% 69

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curran Financial Partners's ED Position: Q4 2023 in Review

Curran Financial Partners sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 2,592 shares — an estimated $222K sold.

Curran Financial Partners first reported a position in ED in Q3 2023 and held it in 1 quarter. The position peaked at $222K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

  • Curran Financial Partners reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
  • Curran Financial Partners sold 2,592 Consolidated Edison shares in Q4 2023, an estimated $222K.
  • Curran Financial Partners first reported a position in Consolidated Edison in Q3 2023 and held it in 1 quarter.
  • Curran Financial Partners's Consolidated Edison position peaked at $222K in Q3 2023.
  • 1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Curran Financial Partners's 13F filing for Q4 2023, filed 31 Jan 2024.