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Meridian Wealth Partners’s Consolidated Edison ED Stock Holding History

Meridian Wealth Partners’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
-213
Closed -$16K – 429
2021
Q1 		$16K Buy
+213
New +$15K ﹤0.01% 328
2020
Q3 		– Sell
-289
Closed -$21K – 214
2020
Q2 		$21K Sell
289
-4
-1% -$307 0.01% 190
2020
Q1 		$23K Buy
293
+1
+0.3% +$88 0.01% 167
2019
Q4 		$26K Buy
+292
New +$26.2K 0.02% 179

Other funds holding ED

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

Meridian Wealth Partners's ED Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 213 shares — an estimated $16K sold.

Meridian Wealth Partners first reported a position in ED in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 213 Consolidated Edison shares in Q2 2021, an estimated $16K.
  • Meridian Wealth Partners first reported a position in Consolidated Edison in Q4 2019 and held it in 4 quarters.
  • Meridian Wealth Partners's Consolidated Edison position peaked at $26K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.