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Selective Wealth Management’s Consolidated Edison ED Stock Holding History

Selective 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
2022
Q4 		– Sell
-234
Closed -$20K – 272
2022
Q3 		$20K Hold
234
– – 0.01% 424
2022
Q2 		$22K Hold
234
– – 0.01% 447
2022
Q1 		$22K Hold
234
– – 0.01% 429
2021
Q4 		$20K Hold
234
– – 0.01% 407
2021
Q3 		$17K Hold
234
– – 0.01% 380
2021
Q2 		$17K Hold
234
– – 0.01% 293
2021
Q1 		$18K Buy
+234
New +$16.5K 0.02% 200

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Selective Wealth Management's ED Position: Q4 2022 in Review

Selective Wealth Management sold out of Consolidated Edison (ED) in Q4 2022, closing a stake of 234 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in ED in Q1 2021 and held it in 7 quarters. The position peaked at $22K in Q2 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Selective Wealth Management reported no remaining Consolidated Edison position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 234 Consolidated Edison shares in Q4 2022, an estimated $20K.
  • Selective Wealth Management first reported a position in Consolidated Edison in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Consolidated Edison position peaked at $22K in Q2 2022.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.