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Towerpoint Wealth’s Consolidated Edison ED Stock Holding History

Towerpoint Wealth’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
-2,561
Closed -$244K – 81
2022
Q4 		$244K Sell
2,561
-10
-0.4% -$910 0.14% 74
2022
Q3 		$220K Buy
2,571
+19
+0.7% +$1.83K 0.13% 78
2022
Q2 		$243K Buy
2,552
+92
+4% +$8.76K 0.15% 75
2022
Q1 		$233K Buy
2,460
+8
+0.3% +$691 0.12% 75
2021
Q4 		$209K Buy
+2,452
New +$193K 0.1% 79

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Towerpoint Wealth's ED Position: Q1 2023 in Review

Towerpoint Wealth sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 2,561 shares — an estimated $244K sold.

Towerpoint Wealth first reported a position in ED in Q4 2021 and held it in 5 quarters. The position peaked at $244K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

  • Towerpoint Wealth reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
  • Towerpoint Wealth sold 2,561 Consolidated Edison shares in Q1 2023, an estimated $244K.
  • Towerpoint Wealth first reported a position in Consolidated Edison in Q4 2021 and held it in 5 quarters.
  • Towerpoint Wealth's Consolidated Edison position peaked at $244K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Towerpoint Wealth's 13F filing for Q1 2023, filed 15 May 2023.