Marcum Wealth’s Consolidated Edison ED Stock Holding History

Marcum Wealth’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 Q2	–	Sell	-11,153	Closed	-$834K	–	347
2021 Q1	$834K	Buy	+11,153	New	+$785K	0.14%	109

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

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Marcum Wealth's ED Position: Q2 2021 in Review

Marcum Wealth sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 11,153 shares — an estimated $834K sold.

Marcum Wealth first reported a position in ED in Q1 2021 and held it in 1 quarter. The position peaked at $834K in Q1 2021. 965 funds tracked by Wall St. Rank hold ED as of Q2 2021.

Marcum Wealth reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
Marcum Wealth sold 11,153 Consolidated Edison shares in Q2 2021, an estimated $834K.
Marcum Wealth first reported a position in Consolidated Edison in Q1 2021 and held it in 1 quarter.
Marcum Wealth's Consolidated Edison position peaked at $834K in Q1 2021.
965 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.