Global Wealth Management Investment Advisory’s Consolidated Edison ED Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-430	Closed	-$39.1K	–	226
2023 Q4	$39.1K	Sell	430 -120	-22%	-$10.7K	0.01%	208
2023 Q3	$47K	Hold	550	–	–	0.01%	197
2023 Q2	$49.7K	Buy	+550	New	+$52.6K	0.01%	191
2022 Q3	–	Sell	-550	Closed	-$52K	–	238
2022 Q2	$52K	Hold	550	–	–	0.02%	174
2022 Q1	$52K	Hold	550	–	–	0.02%	187
2021 Q4	$47K	Hold	550	–	–	0.01%	195
2021 Q3	$40K	Hold	550	–	–	0.01%	215
2021 Q2	$39K	Hold	550	–	–	0.01%	206
2021 Q1	$41K	Hold	550	–	–	0.01%	205
2020 Q4	$40K	Hold	550	–	–	0.02%	195
2020 Q3	$43K	Hold	550	–	–	0.02%	188
2020 Q2	$40K	Hold	550	–	–	0.02%	211
2020 Q1	$43K	Hold	550	–	–	0.02%	178
2019 Q4	$50K	Hold	550	–	–	0.02%	179
2019 Q3	$52K	Hold	550	–	–	0.02%	161
2019 Q2	$48K	Sell	550 -9	-2%	-$775	0.02%	174
2019 Q1	$47K	Sell	559 -42	-7%	-$3.36K	0.02%	211
2018 Q4	$46K	Buy	+601	New	+$47K	0.03%	222

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's ED Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 430 shares — an estimated $39.1K sold.

Global Wealth Management Investment Advisory first reported a position in ED in Q4 2018 and held it in 18 quarters. The position peaked at $52K in Q2 2022. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 430 Consolidated Edison shares in Q1 2024, an estimated $39.1K.
Global Wealth Management Investment Advisory first reported a position in Consolidated Edison in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Consolidated Edison position peaked at $52K in Q2 2022.
1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.