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Ropes Wealth Advisors’s Consolidated Edison ED Stock Holding History

Ropes 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
-4,428
Closed -$321K – 276
2021
Q3 		$321K Buy
+4,428
New +$331K 0.05% 219
2021
Q1 		– Sell
-359
Closed -$26K – 398
2020
Q4 		$26K Buy
359
+23
+7% +$1.79K ﹤0.01% 455
2020
Q3 		$26K Buy
336
+131
+64% +$9.67K 0.01% 397
2020
Q2 		$15K Hold
205
– – ﹤0.01% 417
2020
Q1 		$16K Hold
205
– – ﹤0.01% 381
2019
Q4 		$19K Hold
205
– – ﹤0.01% 420
2019
Q3 		$19K Hold
205
– – ﹤0.01% 437
2019
Q2 		$18K Hold
205
– – ﹤0.01% 443
2019
Q1 		$17K Hold
205
– – ﹤0.01% 421
2018
Q4 		$16K Hold
205
– – ﹤0.01% 395
2018
Q3 		$16K Hold
205
– – ﹤0.01% 426
2018
Q2 		$16K Hold
205
– – ﹤0.01% 435
2018
Q1 		$16K Hold
205
– – ﹤0.01% 423
2017
Q4 		$17K Hold
205
– – ﹤0.01% 464
2017
Q3 		$17K Hold
205
– – ﹤0.01% 433
2017
Q2 		$17K Hold
205
– – ﹤0.01% 407
2017
Q1 		$16K Hold
205
– – ﹤0.01% 419
2016
Q4 		$15K Hold
205
– – ﹤0.01% 422
2016
Q3 		$15K Sell
205
-48
-19% -$3.73K 0.01% 386
2016
Q2 		$20K Buy
253
+48
+23% +$3.61K 0.01% 327
2016
Q1 		$16K Sell
205
-5
-2% -$355 0.01% 301
2015
Q4 		$13K Hold
210
– – 0.01% 330
2015
Q3 		$14K Hold
210
– – 0.01% 329
2015
Q2 		$12K Hold
210
– – 0.01% 246
2015
Q1 		$13K Buy
+210
New +$13.6K 0.01% 250

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
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

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

Ropes Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 4,428 shares — an estimated $321K sold.

Ropes Wealth Advisors first reported a position in ED in Q1 2015 and held it in 25 quarters. The position peaked at $321K in Q3 2021. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 4,428 Consolidated Edison shares in Q4 2021, an estimated $321K.
  • Ropes Wealth Advisors first reported a position in Consolidated Edison in Q1 2015 and held it in 25 quarters.
  • Ropes Wealth Advisors's Consolidated Edison position peaked at $321K in Q3 2021.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.