LWM Advisory Services’s Consolidated Edison ED Stock Holding History

LWM Advisory 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 Q4	–	Sell	-44	Closed	-$3.76K	–	100
2023 Q3	$3.76K	Buy	+44	New	+$4.01K	﹤0.01%	140

Other funds holding ED

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LWM Advisory Services's ED Position: Q4 2023 in Review

LWM Advisory Services sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 44 shares — an estimated $3.76K sold.

LWM Advisory Services first reported a position in ED in Q3 2023 and held it in 1 quarter. The position peaked at $3.76K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

LWM Advisory Services reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 44 Consolidated Edison shares in Q4 2023, an estimated $3.76K.
LWM Advisory Services first reported a position in Consolidated Edison in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Consolidated Edison position peaked at $3.76K in Q3 2023.
1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.