TCWP’s Consolidated Edison ED Stock Holding History

TCWP’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 Q3	–	Sell	-2,103	Closed	-$200K	–	272
2022 Q2	$200K	Buy	2,103 +167	+9%	+$15.9K	0.04%	258
2022 Q1	$183K	Buy	+1,936	New	+$167K	0.03%	275

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

TCWP's ED Position: Q3 2022 in Review

TCWP sold out of Consolidated Edison (ED) in Q3 2022, closing a stake of 2,103 shares — an estimated $200K sold.

TCWP first reported a position in ED in Q1 2022 and held it in 2 quarters. The position peaked at $200K in Q2 2022. 1,030 funds tracked by Wall St. Rank hold ED as of Q3 2022.

TCWP reported no remaining Consolidated Edison position as of Q3 2022 after selling out during the quarter.
TCWP sold 2,103 Consolidated Edison shares in Q3 2022, an estimated $200K.
TCWP first reported a position in Consolidated Edison in Q1 2022 and held it in 2 quarters.
TCWP's Consolidated Edison position peaked at $200K in Q2 2022.
1,030 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.