Financial Synergies Wealth Advisors’s Consolidated Edison ED Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-4	Closed	-$364	–	176
2024 Q1	$364	Hold	4	–	–	﹤0.01%	478
2023 Q4	$382	Hold	4	–	–	﹤0.01%	395
2023 Q3	$343	Hold	4	–	–	﹤0.01%	467
2023 Q2	$362	Hold	4	–	–	﹤0.01%	460
2023 Q1	$383	Hold	4	–	–	﹤0.01%	442
2022 Q4	$382	Hold	4	–	–	﹤0.01%	395
2022 Q3	$344	Hold	4	–	–	﹤0.01%	399
2022 Q2	$381	Buy	+4	New	+$381	﹤0.01%	398

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's ED Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Consolidated Edison (ED) in Q2 2024, closing a stake of 4 shares — an estimated $364 sold.

Financial Synergies Wealth Advisors first reported a position in ED in Q2 2022 and held it in 8 quarters. The position peaked at $383 in Q1 2023. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Consolidated Edison position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Consolidated Edison shares in Q2 2024, an estimated $364.
Financial Synergies Wealth Advisors first reported a position in Consolidated Edison in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Consolidated Edison position peaked at $383 in Q1 2023.
1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.