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Legacy Wealth Planning’s Consolidated Edison ED Stock Holding History

Legacy Wealth Planning’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
2022
Q3 		– Sell
-2,741
Closed -$261K – 89
2022
Q2 		$261K Hold
2,741
– – 0.37% 62
2022
Q1 		$260K Hold
2,741
– – 0.31% 70
2021
Q4 		$234K Sell
2,741
-133
-5% -$10.4K 0.27% 81
2021
Q3 		$209K Hold
2,874
– – 0.23% 90
2021
Q2 		$206K Hold
2,874
– – 0.23% 93
2021
Q1 		$215K Hold
2,874
– – 0.27% 84
2020
Q4 		$208K Hold
2,874
– – 0.27% 78
2020
Q3 		$224K Hold
2,874
– – 0.26% 67
2020
Q2 		$207K Hold
2,874
– – 0.25% 70
2020
Q1 		$224K Hold
2,874
– – 0.36% 59
2019
Q4 		$260K Buy
+2,874
New +$257K 0.29% 60

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Planning's ED Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Consolidated Edison (ED) in Q3 2022, closing a stake of 2,741 shares — an estimated $261K sold.

Legacy Wealth Planning first reported a position in ED in Q4 2019 and held it in 11 quarters. The position peaked at $261K in Q2 2022. 1,031 funds tracked by Wall St. Rank hold ED as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Consolidated Edison position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,741 Consolidated Edison shares in Q3 2022, an estimated $261K.
  • Legacy Wealth Planning first reported a position in Consolidated Edison in Q4 2019 and held it in 11 quarters.
  • Legacy Wealth Planning's Consolidated Edison position peaked at $261K in Q2 2022.
  • 1,031 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.