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Evolution Wealth Advisors’s Consolidated Edison ED Stock Holding History

Evolution 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
2021
Q4 		– Sell
-67
Closed -$5K – 295
2021
Q3 		$5K Hold
67
– – ﹤0.01% 504
2021
Q2 		$5K Buy
67
+38
+131% +$2.92K ﹤0.01% 507
2021
Q1 		$2K Hold
29
– – ﹤0.01% 626
2020
Q4 		$2K Sell
29
-85
-75% -$6.6K ﹤0.01% 554
2020
Q3 		$9K Buy
114
+54
+90% +$3.98K ﹤0.01% 367
2020
Q2 		$4K Buy
+60
New +$4.61K ﹤0.01% 388
2020
Q1 		– Sell
-62
Closed -$6K – 404
2019
Q4 		$6K Buy
62
+2
+3% +$179 ﹤0.01% 367
2019
Q3 		$6K Hold
60
– – ﹤0.01% 247
2019
Q2 		$5K Buy
+60
New +$5.17K ﹤0.01% 261

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
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
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

Evolution Wealth Advisors's ED Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 67 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in ED in Q2 2019 and held it in 9 quarters. The position peaked at $9K in Q3 2020. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 67 Consolidated Edison shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Consolidated Edison in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Consolidated Edison position peaked at $9K in Q3 2020.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.