HBW Advisory Services’s Consolidated Edison ED Stock Holding History

HBW Advisory Services’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	-2,193	Closed	-$210K	–	300
2023 Q1	$210K	Buy	2,193 +11	+0.5%	+$1.03K	0.05%	248
2022 Q4	$208K	Buy	+2,182	New	+$199K	0.05%	244
2022 Q3	–	Sell	-2,194	Closed	-$209K	–	240
2022 Q2	$209K	Sell	2,194 -1,250	-36%	-$119K	0.05%	208
2022 Q1	$326K	Buy	3,444 +211	+7%	+$18.2K	0.11%	167
2021 Q4	$276K	Buy	+3,233	New	+$254K	0.06%	216
2021 Q3	–	Sell	-1,579	Closed	-$113K	–	249
2021 Q2	$113K	Buy	+1,579	New	+$121K	0.03%	241

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HBW Advisory Services's ED Position: Q2 2023 in Review

HBW Advisory Services sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,193 shares — an estimated $210K sold.

HBW Advisory Services first reported a position in ED in Q2 2021 and held it in 6 quarters. The position peaked at $326K in Q1 2022. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

HBW Advisory Services reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
HBW Advisory Services sold 2,193 Consolidated Edison shares in Q2 2023, an estimated $210K.
HBW Advisory Services first reported a position in Consolidated Edison in Q2 2021 and held it in 6 quarters.
HBW Advisory Services's Consolidated Edison position peaked at $326K in Q1 2022.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.