High Net Worth Advisory Group’s Consolidated Edison ED Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,900	Closed	-$181K	–	285
2022 Q4	$181K	Hold	1,900	–	–	0.07%	194
2022 Q3	$163K	Hold	1,900	–	–	0.07%	202
2022 Q2	$181K	Hold	1,900	–	–	0.08%	197
2022 Q1	$180K	Hold	1,900	–	–	0.07%	196
2021 Q4	$162K	Buy	+1,900	New	+$149K	0.06%	205

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

High Net Worth Advisory Group's ED Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 1,900 shares — an estimated $181K sold.

High Net Worth Advisory Group first reported a position in ED in Q4 2021 and held it in 5 quarters. The position peaked at $181K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

High Net Worth Advisory Group reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,900 Consolidated Edison shares in Q1 2023, an estimated $181K.
High Net Worth Advisory Group first reported a position in Consolidated Edison in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Consolidated Edison position peaked at $181K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.