HWMA
ED icon

Heritage Wealth Management (Arizona)’s Consolidated Edison ED Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$75.7K Buy
794
+441
+125% +$40.1K 0.01% 451
2022
Q3 		$30K Sell
353
-62
-15% -$5.98K 0.01% 468
2022
Q2 		$39.5K Hold
415
– – 0.01% 455
2022
Q1 		$39K Buy
+415
New +$35.9K 0.01% 504
2021
Q3 		$30K Buy
415
+330
+388% +$24.6K 0.01% 510
2021
Q2 		$6K Hold
85
– – ﹤0.01% 718
2021
Q1 		$6K Buy
+85
New +$5.98K ﹤0.01% 624

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ED Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Consolidated Edison (ED) stake by 125% in Q4 2022, buying an estimated $40.1K and bringing the position to 794 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #451.

Heritage Wealth Management (Arizona) first reported a position in ED in Q1 2021 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 794 shares of Consolidated Edison worth $75.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 441 Consolidated Edison shares in Q4 2022, an estimated $40.1K.
  • Consolidated Edison made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #451 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Consolidated Edison in Q1 2021 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.