Opal Wealth Advisors’s Consolidated Edison ED Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-13	Closed	-$1.15K	–	474
2024 Q2	$1.15K	Buy	+13	New	+$1.21K	﹤0.01%	1048

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Opal Wealth Advisors's ED Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 13 shares — an estimated $1.15K sold.

Opal Wealth Advisors first reported a position in ED in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

Opal Wealth Advisors reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 13 Consolidated Edison shares in Q3 2024, an estimated $1.15K.
Opal Wealth Advisors first reported a position in Consolidated Edison in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Consolidated Edison position peaked at $1.15K in Q2 2024.
1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.