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Liberty Wealth Management’s Consolidated Edison ED Stock Holding History

Liberty 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
2021
Q4 		– Sell
-256
Closed -$19K – 425
2021
Q3 		$19K Buy
256
+2
+0.8% +$149 0.01% 654
2021
Q2 		$18K Buy
254
+4
+2% +$307 0.01% 531
2021
Q1 		$17K Hold
250
– – 0.01% 485
2020
Q4 		$17K Buy
250
+1
+0.4% +$78 0.01% 481
2020
Q3 		$19K Buy
249
+2
+0.8% +$148 0.01% 409
2020
Q2 		$18K Buy
247
+1
+0.4% +$77 0.01% 393
2020
Q1 		$19K Buy
246
+2
+0.8% +$175 0.02% 363
2019
Q4 		$22K Buy
244
+2
+0.8% +$179 0.02% 401
2019
Q3 		$23K Buy
242
+1
+0.4% +$89 0.02% 379
2019
Q2 		$21K Buy
241
+1
+0.4% +$86 0.02% 399
2019
Q1 		$20K Sell
240
-49
-17% -$3.92K 0.02% 343
2018
Q4 		$22K Buy
+289
New +$22.6K 0.02% 311

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Liberty Wealth Management's ED Position: Q4 2021 in Review

Liberty Wealth Management sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 256 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in ED in Q4 2018 and held it in 12 quarters. The position peaked at $23K in Q3 2019. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Liberty Wealth Management reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 256 Consolidated Edison shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Consolidated Edison in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Consolidated Edison position peaked at $23K in Q3 2019.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.