Harvest Group Wealth Management’s Consolidated Edison ED Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-1,200	Closed	-$87K	–	216
2020 Q4	$87K	Buy	1,200 +10	+0.8%	+$777	0.05%	75
2020 Q3	$93K	Buy	1,190 +9	+0.8%	+$664	0.06%	63
2020 Q2	$84K	Buy	1,181 +9	+0.8%	+$691	0.07%	58
2020 Q1	$91K	Buy	1,172 +7	+0.6%	+$614	0.09%	59
2019 Q4	$105K	Buy	1,165 +7	+0.6%	+$627	0.09%	55
2019 Q3	$109K	Hold	1,158	–	–	0.13%	49
2019 Q2	$101K	Hold	1,158	–	–	0.13%	44
2019 Q1	$98K	Buy	+1,158	New	+$92.5K	0.09%	59

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Harvest Group Wealth Management's ED Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Consolidated Edison (ED) in Q1 2021, closing a stake of 1,200 shares — an estimated $87K sold.

Harvest Group Wealth Management first reported a position in ED in Q1 2019 and held it in 8 quarters. The position peaked at $109K in Q3 2019. 943 funds tracked by Wall St. Rank hold ED as of Q1 2021.

Harvest Group Wealth Management reported no remaining Consolidated Edison position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,200 Consolidated Edison shares in Q1 2021, an estimated $87K.
Harvest Group Wealth Management first reported a position in Consolidated Edison in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Consolidated Edison position peaked at $109K in Q3 2019.
943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.