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Janiczek Wealth Management’s Consolidated Edison ED Stock Holding History

Janiczek 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 		$138K Sell
1,538
-79
-5% -$7.33K 0.03% 237
2024
Q1 		$147K Buy
1,617
+91
+6% +$8.16K 0.03% 227
2023
Q4 		$139K Sell
1,526
-325
-18% -$29K 0.03% 223
2023
Q3 		$158K Buy
1,851
+59
+3% +$5.37K 0.04% 175
2023
Q2 		$162K Buy
1,792
+134
+8% +$12.8K 0.04% 156
2023
Q1 		$160K Sell
1,658
-140
-8% -$13.1K 0.05% 147
2022
Q4 		$175K Buy
1,798
+97
+6% +$8.82K 0.05% 137
2022
Q3 		$139K Buy
1,701
+569
+50% +$54.9K 0.05% 144
2022
Q2 		$112K Buy
1,132
+94
+9% +$8.95K 0.03% 189
2022
Q1 		$98K Buy
1,038
+188
+22% +$16.2K 0.03% 207
2021
Q4 		$73K Buy
850
+43
+5% +$3.38K 0.02% 239
2021
Q3 		$59K Buy
807
+181
+29% +$13.5K 0.02% 257
2021
Q2 		$45K Buy
626
+61
+11% +$4.68K 0.02% 274
2021
Q1 		$42K Buy
565
+287
+103% +$20.2K 0.02% 259
2020
Q4 		$20K Buy
278
+150
+117% +$11.7K 0.01% 350
2020
Q3 		$10K Buy
+128
New +$9.45K 0.01% 234

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's ED Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Consolidated Edison (ED) stake by 4.9% in Q2 2024, selling an estimated $7.33K and leaving 1,538 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #237.

Janiczek Wealth Management first reported a position in ED in Q3 2020 and has held it in 16 quarters since. The position peaked at $175K in Q4 2022. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

  • Janiczek Wealth Management held 1,538 shares of Consolidated Edison worth $138K as of Q2 2024.
  • Janiczek Wealth Management sold 79 Consolidated Edison shares in Q2 2024, an estimated $7.33K.
  • Consolidated Edison made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #237 holding.
  • Janiczek Wealth Management first reported a position in Consolidated Edison in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Consolidated Edison position peaked at $175K in Q4 2022.
  • 1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.