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Delos Wealth Advisors’s Consolidated Edison ED Stock Holding History

Delos 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
Q4 		– Sell
-200
Closed -$17.8K – 356
2023
Q3 		$17.8K Hold
200
– – 0.02% 112
2023
Q2 		$18.1K Hold
200
– – 0.02% 100
2023
Q1 		$19.1K Hold
200
– – 0.02% 100
2022
Q4 		$19.1K Hold
200
– – 0.03% 97
2022
Q3 		$17K Hold
200
– – 0.02% 97
2022
Q2 		$19K Hold
200
– – 0.02% 92
2022
Q1 		$19K Hold
200
– – 0.02% 117
2021
Q4 		$17K Buy
+200
New +$15.7K 0.02% 142

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Delos Wealth Advisors's ED Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 200 shares — an estimated $17.8K sold.

Delos Wealth Advisors first reported a position in ED in Q4 2021 and held it in 8 quarters. The position peaked at $19.1K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 200 Consolidated Edison shares in Q4 2023, an estimated $17.8K.
  • Delos Wealth Advisors first reported a position in Consolidated Edison in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's Consolidated Edison position peaked at $19.1K in Q1 2023.
  • 1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.