Fiduciary Alliance’s Consolidated Edison ED Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-480	Closed	-$43.4K	–	378
2023 Q2	$43.4K	Buy	+480	New	+$45.9K	0.01%	337
2023 Q1	–	Sell	-480	Closed	-$45.7K	–	344
2022 Q4	$45.7K	Buy	+480	New	+$43.7K	0.01%	230

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fiduciary Alliance's ED Position: Q3 2023 in Review

Fiduciary Alliance sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 480 shares — an estimated $43.4K sold.

Fiduciary Alliance first reported a position in ED in Q4 2022 and held it in 2 quarters. The position peaked at $45.7K in Q4 2022. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

Fiduciary Alliance reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 480 Consolidated Edison shares in Q3 2023, an estimated $43.4K.
Fiduciary Alliance first reported a position in Consolidated Edison in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Consolidated Edison position peaked at $45.7K in Q4 2022.
1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.