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Howard Wealth Management’s Consolidated Edison ED Stock Holding History

Howard Wealth Management’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
-2,285
Closed -$219K – 103
2023
Q1 		$219K Hold
2,285
– – 0.18% 101
2022
Q4 		$218K Buy
+2,285
New +$208K 0.18% 102
2022
Q2 		– Sell
-2,202
Closed -$208K – 76
2022
Q1 		$208K Buy
+2,202
New +$190K 0.11% 127
2020
Q1 		– Sell
-2,200
Closed -$199K – 215
2019
Q4 		$199K Buy
+2,200
New +$197K 0.17% 98

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Howard Wealth Management's ED Position: Q2 2023 in Review

Howard Wealth Management sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,285 shares — an estimated $219K sold.

Howard Wealth Management first reported a position in ED in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

  • Howard Wealth Management reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
  • Howard Wealth Management sold 2,285 Consolidated Edison shares in Q2 2023, an estimated $219K.
  • Howard Wealth Management first reported a position in Consolidated Edison in Q4 2019 and held it in 4 quarters.
  • Howard Wealth Management's Consolidated Edison position peaked at $219K in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Howard Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.