Keystone Wealth Services’s Consolidated Edison ED Stock Holding History

Keystone Wealth Services’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	-2,177	Closed	-$207K	–	194
2022 Q4	$207K	Buy	+2,177	New	+$198K	0.09%	179

Other funds holding ED

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keystone Wealth Services's ED Position: Q1 2023 in Review

Keystone Wealth Services sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 2,177 shares — an estimated $207K sold.

Keystone Wealth Services first reported a position in ED in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

Keystone Wealth Services reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
Keystone Wealth Services sold 2,177 Consolidated Edison shares in Q1 2023, an estimated $207K.
Keystone Wealth Services first reported a position in Consolidated Edison in Q4 2022 and held it in 1 quarter.
Keystone Wealth Services's Consolidated Edison position peaked at $207K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Keystone Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.