PWM
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Provident Wealth Management’s Consolidated Edison ED Stock Holding History

Provident Wealth Management’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
2020
Q4 		– Sell
-101
Closed -$8K – 126
2020
Q3 		$8K Buy
+101
New +$7.45K 0.01% 159

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Provident Wealth Management's ED Position: Q4 2020 in Review

Provident Wealth Management sold out of Consolidated Edison (ED) in Q4 2020, closing a stake of 101 shares — an estimated $8K sold.

Provident Wealth Management first reported a position in ED in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 967 funds tracked by Wall St. Rank hold ED as of Q4 2020.

  • Provident Wealth Management reported no remaining Consolidated Edison position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 101 Consolidated Edison shares in Q4 2020, an estimated $8K.
  • Provident Wealth Management first reported a position in Consolidated Edison in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Consolidated Edison position peaked at $8K in Q3 2020.
  • 967 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.