Interactive Financial Advisors’s Consolidated Edison ED Stock Holding History

Interactive Financial Advisors’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	-320	Closed	-$30.5K	–	99
2022 Q4	$30.5K	Hold	320	–	–	0.02%	134
2022 Q3	$27K	Hold	320	–	–	0.02%	136
2022 Q2	$30K	Hold	320	–	–	0.02%	118
2022 Q1	$30K	Hold	320	–	–	0.01%	135
2021 Q4	$27K	Hold	320	–	–	0.01%	134
2021 Q3	$23K	Hold	320	–	–	0.01%	143
2021 Q2	$23K	Hold	320	–	–	0.01%	145
2021 Q1	$24K	Hold	320	–	–	0.01%	136
2020 Q4	$23K	Hold	320	–	–	0.01%	131
2020 Q3	$25K	Hold	320	–	–	0.01%	121
2020 Q2	$23K	Hold	320	–	–	0.01%	118
2020 Q1	$25K	Hold	320	–	–	0.02%	80
2019 Q4	$29K	Hold	320	–	–	0.01%	120
2019 Q3	$30K	Sell	320 -80	-20%	-$7.1K	0.01%	103
2019 Q2	$35K	Hold	400	–	–	0.02%	109
2019 Q1	$34K	Buy	+400	New	+$32K	0.02%	95

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Interactive Financial Advisors's ED Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 320 shares — an estimated $30.5K sold.

Interactive Financial Advisors first reported a position in ED in Q1 2019 and held it in 16 quarters. The position peaked at $35K in Q2 2019. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

Interactive Financial Advisors reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 320 Consolidated Edison shares in Q1 2023, an estimated $30.5K.
Interactive Financial Advisors first reported a position in Consolidated Edison in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Consolidated Edison position peaked at $35K in Q2 2019.
1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.