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Personal Wealth Partners’s Consolidated Edison ED Stock Holding History

Personal 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
Q3 		– Sell
-469
Closed -$34K – 178
2021
Q2 		$34K Buy
+469
New +$36K 0.01% 174
2020
Q1 		– Sell
-492
Closed -$45K – 214
2019
Q4 		$45K Hold
492
– – 0.02% 148
2019
Q3 		$46K Buy
492
+23
+5% +$2.04K 0.02% 149
2019
Q2 		$41K Buy
+469
New +$40.4K 0.02% 139

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Personal Wealth Partners's ED Position: Q3 2021 in Review

Personal Wealth Partners sold out of Consolidated Edison (ED) in Q3 2021, closing a stake of 469 shares — an estimated $34K sold.

Personal Wealth Partners first reported a position in ED in Q2 2019 and held it in 4 quarters. The position peaked at $46K in Q3 2019. 934 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • Personal Wealth Partners reported no remaining Consolidated Edison position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 469 Consolidated Edison shares in Q3 2021, an estimated $34K.
  • Personal Wealth Partners first reported a position in Consolidated Edison in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Consolidated Edison position peaked at $46K in Q3 2019.
  • 934 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.