RVW Wealth’s Consolidated Edison ED Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-600	Closed	-$51.3K	–	211
2023 Q3	$51.3K	Buy	+600	New	+$54.6K	0.01%	231
2023 Q2	–	Sell	-5,030	Closed	-$481K	–	153
2023 Q1	$481K	Sell	5,030 -12	-0.2%	-$1.12K	0.06%	100
2022 Q4	$481K	Buy	5,042 +12	+0.2%	+$1.09K	0.06%	100
2022 Q3	$431K	Hold	5,030	–	–	0.06%	100
2022 Q2	$478K	Hold	5,030	–	–	0.06%	95
2022 Q1	$476K	Hold	5,030	–	–	0.06%	92
2021 Q4	$429K	Buy	+5,030	New	+$395K	0.05%	98

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RVW Wealth's ED Position: Q4 2023 in Review

RVW Wealth sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 600 shares — an estimated $51.3K sold.

RVW Wealth first reported a position in ED in Q4 2021 and held it in 7 quarters. The position peaked at $481K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

RVW Wealth reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 600 Consolidated Edison shares in Q4 2023, an estimated $51.3K.
RVW Wealth first reported a position in Consolidated Edison in Q4 2021 and held it in 7 quarters.
RVW Wealth's Consolidated Edison position peaked at $481K in Q1 2023.
1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.