Imprint Wealth’s Consolidated Edison ED Stock Holding History

Imprint Wealth’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 Q1	$374K	Sell	4,145 -201	-5%	-$18K	0.09%	196
2023 Q4	$395K	Buy	4,346 +214	+5%	+$19.1K	0.32%	102
2023 Q3	$353K	Buy	4,132 +176	+4%	+$16K	0.3%	97
2023 Q2	$358K	Buy	3,956 +169	+4%	+$16.2K	0.23%	122
2023 Q1	$362K	Buy	+3,787	New	+$355K	0.24%	115

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Imprint Wealth's ED Position: Q1 2024 in Review

Imprint Wealth reduced its Consolidated Edison (ED) stake by 4.6% in Q1 2024, selling an estimated $18K and leaving 4,145 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #196.

Imprint Wealth first reported a position in ED in Q1 2023 and has held it in 5 quarters since. The position peaked at $395K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

Imprint Wealth held 4,145 shares of Consolidated Edison worth $374K as of Q1 2024.
Imprint Wealth sold 201 Consolidated Edison shares in Q1 2024, an estimated $18K.
Consolidated Edison made up 0.09% of Imprint Wealth's portfolio in Q1 2024, its #196 holding.
Imprint Wealth first reported a position in Consolidated Edison in Q1 2023 and has held it in 5 quarters since.
Imprint Wealth's Consolidated Edison position peaked at $395K in Q4 2023.
1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.