Tradition Wealth Management’s Consolidated Edison ED Stock Holding History

Tradition 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
2024 Q1	–	Sell	-505	Closed	-$46K	–	609
2023 Q4	$46K	Hold	505	–	–	﹤0.01%	647
2023 Q3	$43K	Sell	505 -10	-2%	-$911	0.01%	638
2023 Q2	$47K	Hold	515	–	–	0.01%	639
2023 Q1	$49K	Buy	+515	New	+$48.2K	0.01%	608

Other funds holding ED

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's ED Position: Q1 2024 in Review

Tradition Wealth Management sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 505 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in ED in Q1 2023 and held it in 4 quarters. The position peaked at $49K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

Tradition Wealth Management reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 505 Consolidated Edison shares in Q1 2024, an estimated $46K.
Tradition Wealth Management first reported a position in Consolidated Edison in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Consolidated Edison position peaked at $49K in Q1 2023.
1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.