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Phoenix Wealth Advisors’s Consolidated Edison ED Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-987
Closed -$72K – 184
2021
Q3 		$72K Hold
987
– – 0.05% 167
2021
Q2 		$72K Hold
987
– – 0.05% 167
2021
Q1 		$73K Hold
987
– – 0.06% 166
2020
Q4 		$71K Buy
+987
New +$76.7K 0.05% 169

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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
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Phoenix Wealth Advisors's ED Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 987 shares — an estimated $72K sold.

Phoenix Wealth Advisors first reported a position in ED in Q4 2020 and held it in 4 quarters. The position peaked at $73K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 987 Consolidated Edison shares in Q4 2021, an estimated $72K.
  • Phoenix Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Consolidated Edison position peaked at $73K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.