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Level Financial Advisors’s Consolidated Edison ED Stock Holding History

Level 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
2024
Q1 		– Sell
-300
Closed -$27.3K – 129
2023
Q4 		$27.3K Hold
300
– – 0.01% 145
2023
Q3 		$25.7K Buy
+300
New +$27.3K 0.01% 139

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Level Financial Advisors's ED Position: Q1 2024 in Review

Level Financial Advisors sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 300 shares — an estimated $27.3K sold.

Level Financial Advisors first reported a position in ED in Q3 2023 and held it in 2 quarters. The position peaked at $27.3K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

  • Level Financial Advisors reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 300 Consolidated Edison shares in Q1 2024, an estimated $27.3K.
  • Level Financial Advisors first reported a position in Consolidated Edison in Q3 2023 and held it in 2 quarters.
  • Level Financial Advisors's Consolidated Edison position peaked at $27.3K in Q4 2023.
  • 1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.