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Tower View Wealth Management’s Consolidated Edison ED Stock Holding History

Tower View 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
Q4 		– Sell
-100
Closed -$9K – 182
2023
Q3 		$9K Hold
100
– – 0.01% 118
2023
Q2 		$9K Hold
100
– – 0.01% 124
2023
Q1 		$10K Sell
100
-34
-25% -$3.18K 0.01% 113
2022
Q4 		$13K Hold
134
– – 0.01% 111
2022
Q3 		$11K Buy
+134
New +$12.9K 0.01% 114

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tower View Wealth Management's ED Position: Q4 2023 in Review

Tower View Wealth Management sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 100 shares — an estimated $9K sold.

Tower View Wealth Management first reported a position in ED in Q3 2022 and held it in 5 quarters. The position peaked at $13K in Q4 2022. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

  • Tower View Wealth Management reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 100 Consolidated Edison shares in Q4 2023, an estimated $9K.
  • Tower View Wealth Management first reported a position in Consolidated Edison in Q3 2022 and held it in 5 quarters.
  • Tower View Wealth Management's Consolidated Edison position peaked at $13K in Q4 2022.
  • 1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Tower View Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.