Total Clarity Wealth Management’s Consolidated Edison ED Stock Holding History

Total Clarity 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
2023 Q1	–	Sell	-5,348	Closed	-$510K	–	204
2022 Q4	$510K	Buy	+5,348	New	+$487K	0.26%	99
2022 Q3	–	Sell	-887	Closed	-$84K	–	414
2022 Q2	$84K	Buy	+887	New	+$84.5K	0.04%	338
2022 Q1	–	Sell	-4,458	Closed	-$380K	–	390
2021 Q4	$380K	Hold	4,458	–	–	0.17%	136
2021 Q3	$324K	Buy	+4,458	New	+$333K	0.15%	147
2021 Q2	–	Sell	-2,533	Closed	-$189K	–	331
2021 Q1	$189K	Buy	+2,533	New	+$178K	0.11%	182
2020 Q1	–	Sell	-887	Closed	-$80K	–	223
2019 Q4	$80K	Buy	+887	New	+$79.5K	0.06%	205

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

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

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

Total Clarity Wealth Management's ED Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 5,348 shares — an estimated $510K sold.

Total Clarity Wealth Management first reported a position in ED in Q4 2019 and held it in 6 quarters. The position peaked at $510K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

Total Clarity Wealth Management reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,348 Consolidated Edison shares in Q1 2023, an estimated $510K.
Total Clarity Wealth Management first reported a position in Consolidated Edison in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Consolidated Edison position peaked at $510K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.