Gray Wealth Management’s Consolidated Edison ED Stock Holding History

Gray Wealth Management’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 Q2	–	Sell	-2,167	Closed	-$207K	–	133
2023 Q1	$207K	Hold	2,167	–	–	0.11%	117
2022 Q4	$207K	Buy	+2,167	New	+$197K	0.12%	113
2022 Q3	–	Sell	-2,396	Closed	-$228K	–	111
2022 Q2	$228K	Hold	2,396	–	–	0.14%	101
2022 Q1	$227K	Hold	2,396	–	–	0.12%	112
2021 Q4	$204K	Buy	+2,396	New	+$188K	0.1%	124

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gray Wealth Management's ED Position: Q2 2023 in Review

Gray Wealth Management sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,167 shares — an estimated $207K sold.

Gray Wealth Management first reported a position in ED in Q4 2021 and held it in 5 quarters. The position peaked at $228K in Q2 2022. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

Gray Wealth Management reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
Gray Wealth Management sold 2,167 Consolidated Edison shares in Q2 2023, an estimated $207K.
Gray Wealth Management first reported a position in Consolidated Edison in Q4 2021 and held it in 5 quarters.
Gray Wealth Management's Consolidated Edison position peaked at $228K in Q2 2022.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Gray Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.