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Regent Peak Wealth Advisors’s Consolidated Edison ED Stock Holding History

Regent Peak 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
Q1 		– Sell
-216
Closed -$16K – 378
2020
Q4 		$16K Buy
+216
New +$16.8K 0.01% 493

Other funds holding ED

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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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Regent Peak Wealth Advisors's ED Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2021, closing a stake of 216 shares — an estimated $16K sold.

Regent Peak Wealth Advisors first reported a position in ED in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 943 funds tracked by Wall St. Rank hold ED as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 216 Consolidated Edison shares in Q1 2021, an estimated $16K.
  • Regent Peak Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Consolidated Edison position peaked at $16K in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.