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HC Financial Advisors’s Consolidated Edison ED Stock Holding History

HC Financial 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
2021
Q3 		– Sell
-5
Closed – – 332
2021
Q2 		$0 Hold
5
– – ﹤0.01% 338
2021
Q1 		$0 Hold
5
– – ﹤0.01% 344
2020
Q4 		$0 Hold
5
– – ﹤0.01% 358
2020
Q3 		$0 Sell
5
-200
-98% -$14.8K ﹤0.01% 375
2020
Q2 		$15K Sell
205
-170
-45% -$13.1K 0.01% 197
2020
Q1 		$29K Buy
+375
New +$32.9K 0.03% 143

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HC Financial Advisors's ED Position: Q3 2021 in Review

HC Financial Advisors sold out of Consolidated Edison (ED) in Q3 2021, closing a stake of 5 shares.

HC Financial Advisors first reported a position in ED in Q1 2020 and held it in 6 quarters. The position peaked at $29K in Q1 2020. 934 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • HC Financial Advisors reported no remaining Consolidated Edison position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 5 Consolidated Edison shares in Q3 2021.
  • HC Financial Advisors first reported a position in Consolidated Edison in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Consolidated Edison position peaked at $29K in Q1 2020.
  • 934 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.