HWA
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Heritage Wealth Advisors’s Consolidated Edison ED Stock Holding History

Heritage Wealth 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
Q2 		– Sell
-440
Closed -$32.9K – 569
2021
Q1 		$32.9K Hold
440
– – ﹤0.01% 373
2020
Q4 		$32K Hold
440
– – ﹤0.01% 365
2020
Q3 		$34.2K Hold
440
– – ﹤0.01% 302
2020
Q2 		$31.6K Hold
440
– – ﹤0.01% 286
2020
Q1 		$34.3K Hold
440
– – 0.01% 272
2019
Q4 		$39.8K Hold
440
– – 0.01% 320
2019
Q3 		$41K Hold
440
– – 0.01% 297
2019
Q2 		$38.6K Hold
440
– – 0.01% 286
2019
Q1 		$37.3K Hold
440
– – 0.01% 253
2018
Q4 		$33K Buy
+440
New +$34.4K 0.01% 224

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Heritage Wealth Advisors's ED Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 440 shares — an estimated $32.9K sold.

Heritage Wealth Advisors first reported a position in ED in Q4 2018 and held it in 10 quarters. The position peaked at $41K in Q3 2019. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 440 Consolidated Edison shares in Q2 2021, an estimated $32.9K.
  • Heritage Wealth Advisors first reported a position in Consolidated Edison in Q4 2018 and held it in 10 quarters.
  • Heritage Wealth Advisors's Consolidated Edison position peaked at $41K in Q3 2019.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.