Moisand Fitzgerald Tamayo’s Consolidated Edison ED Stock Holding History

Moisand Fitzgerald Tamayo’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	-55	Closed	-$4.71K	–	699
2023 Q3	$4.71K	Hold	55	–	–	﹤0.01%	439
2023 Q2	$4.97K	Hold	55	–	–	﹤0.01%	416
2023 Q1	$5.26K	Hold	55	–	–	﹤0.01%	412
2022 Q4	$5.24K	Buy	55 +10	+22%	+$910	﹤0.01%	404
2022 Q3	$4K	Buy	+45	New	+$4.34K	﹤0.01%	391
2022 Q1	–	Sell	-300	Closed	-$26K	–	535
2021 Q4	$26K	Hold	300	–	–	0.01%	192
2021 Q3	$22K	Hold	300	–	–	0.01%	191
2021 Q2	$22K	Buy	300 +100	+50%	+$7.68K	0.01%	200
2021 Q1	$15K	Sell	200 -577	-74%	-$40.6K	0.01%	184
2020 Q4	$56K	Hold	777	–	–	0.03%	123
2020 Q3	$60K	Hold	777	–	–	0.03%	112
2020 Q2	$56K	Hold	777	–	–	0.03%	113
2020 Q1	$61K	Buy	+777	New	+$68.1K	0.04%	103

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

Moisand Fitzgerald Tamayo's ED Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 55 shares — an estimated $4.71K sold.

Moisand Fitzgerald Tamayo first reported a position in ED in Q1 2020 and held it in 13 quarters. The position peaked at $61K in Q1 2020. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 55 Consolidated Edison shares in Q4 2023, an estimated $4.71K.
Moisand Fitzgerald Tamayo first reported a position in Consolidated Edison in Q1 2020 and held it in 13 quarters.
Moisand Fitzgerald Tamayo's Consolidated Edison position peaked at $61K in Q1 2020.
1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.