Stapp Wealth Management’s Consolidated Edison ED Stock Holding History

Stapp 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	-82	Closed	-$7K	–	46
2022 Q3	$7K	Buy	+82	New	+$7.91K	0.02%	66

Other funds holding ED

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

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Stapp Wealth Management sold out of Consolidated Edison (ED) in Q4 2022, closing a stake of 82 shares — an estimated $7K sold.

Stapp Wealth Management first reported a position in ED in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

Stapp Wealth Management reported no remaining Consolidated Edison position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 82 Consolidated Edison shares in Q4 2022, an estimated $7K.
Stapp Wealth Management first reported a position in Consolidated Edison in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's Consolidated Edison position peaked at $7K in Q3 2022.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.