CWS
ED icon

Cypress Wealth Services’s Consolidated Edison ED Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-2,665
Closed -$207K – 337
2020
Q3 		$207K Buy
+2,665
New +$197K 0.05% 249

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Cypress Wealth Services's ED Position: Q2 2021 in Review

Cypress Wealth Services sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 2,669 shares — an estimated $200K sold.

Cypress Wealth Services first reported a position in ED in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Cypress Wealth Services reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 2,669 Consolidated Edison shares in Q2 2021, an estimated $200K.
  • Cypress Wealth Services first reported a position in Consolidated Edison in Q1 2021 and held it in 1 quarter.
  • Cypress Wealth Services's Consolidated Edison position peaked at $200K in Q1 2021.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.