SSWG
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Seven Springs Wealth Group’s Consolidated Edison ED Stock Holding History

Seven Springs Wealth Group’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
Q2 		– Sell
-150
Closed -$11K – 97
2021
Q1 		$11K Hold
150
– – 0.01% 122
2020
Q4 		$11K Hold
150
– – 0.01% 117
2020
Q3 		$12K Hold
150
– – 0.01% 114
2020
Q2 		$11K Hold
150
– – 0.01% 113
2020
Q1 		$12K Hold
150
– – 0.01% 108
2019
Q4 		$14K Buy
+150
New +$13.4K 0.01% 146

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Seven Springs Wealth Group's ED Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 150 shares — an estimated $11K sold.

Seven Springs Wealth Group first reported a position in ED in Q4 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 150 Consolidated Edison shares in Q2 2021, an estimated $11K.
  • Seven Springs Wealth Group first reported a position in Consolidated Edison in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Consolidated Edison position peaked at $14K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.