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First Foundation Advisors’s Consolidated Edison ED Stock Holding History

First Foundation 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
Q4 		– Sell
-2,313
Closed -$241K – 345
2024
Q3 		$241K Hold
2,313
– – 0.01% 311
2024
Q2 		$207K Buy
+2,313
New +$214K 0.01% 324
2018
Q1 		– Sell
-2,355
Closed -$200K – 330
2017
Q4 		$200K Buy
+2,355
New +$202K 0.01% 308
2017
Q3 		– Sell
-2,977
Closed -$241K – 321
2017
Q2 		$241K Sell
2,977
-878
-23% -$71K 0.01% 279
2017
Q1 		$299K Buy
3,855
+714
+23% +$53.7K 0.02% 262
2016
Q4 		$231K Buy
3,141
+291
+10% +$21K 0.02% 280
2016
Q3 		$215K Buy
+2,850
New +$221K 0.01% 269

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Foundation Advisors's ED Position: Q4 2024 in Review

First Foundation Advisors sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 2,313 shares — an estimated $241K sold.

First Foundation Advisors first reported a position in ED in Q3 2016 and held it in 7 quarters. The position peaked at $299K in Q1 2017. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • First Foundation Advisors reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • First Foundation Advisors sold 2,313 Consolidated Edison shares in Q4 2024, an estimated $241K.
  • First Foundation Advisors first reported a position in Consolidated Edison in Q3 2016 and held it in 7 quarters.
  • First Foundation Advisors's Consolidated Edison position peaked at $299K in Q1 2017.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on First Foundation Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.