ICA Group Wealth Management’s Consolidated Edison ED Stock Holding History

ICA Group 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
2024 Q2	$46.9K	Sell	525 -2,630	-83%	-$244K	0.03%	251
2024 Q1	$287K	Hold	3,155	–	–	0.06%	231
2023 Q4	$287K	Hold	3,155	–	–	0.06%	208
2023 Q3	$269K	Sell	3,155 -27	-0.8%	-$2.46K	0.08%	196
2023 Q2	$288K	Buy	3,182 +7	+0.2%	+$669	0.07%	184
2023 Q1	$304K	Hold	3,175	–	–	0.07%	194
2022 Q4	$303K	Hold	3,175	–	–	0.07%	208
2022 Q3	$272K	Hold	3,175	–	–	0.06%	280
2022 Q2	$319K	Sell	3,175 -25	-0.8%	-$2.38K	0.06%	268
2022 Q1	$314K	Buy	+3,200	New	+$276K	0.06%	269

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Norges Bank Oslo, Norway $935B AUM

ICA Group Wealth Management's ED Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Consolidated Edison (ED) stake by 83% in Q2 2024, selling an estimated $244K and leaving 525 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #251.

ICA Group Wealth Management first reported a position in ED in Q1 2022 and has held it in 10 quarters since. The position peaked at $319K in Q2 2022. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

ICA Group Wealth Management held 525 shares of Consolidated Edison worth $46.9K as of Q2 2024.
ICA Group Wealth Management sold 2,630 Consolidated Edison shares in Q2 2024, an estimated $244K.
Consolidated Edison made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #251 holding.
ICA Group Wealth Management first reported a position in Consolidated Edison in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Consolidated Edison position peaked at $319K in Q2 2022.
1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.