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TRUE Private Wealth Advisors’s Consolidated Edison ED Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-534
Closed -$38K – 368
2020
Q4 		$38K Hold
534
– – 0.01% 380
2020
Q3 		$41K Buy
534
+134
+34% +$9.89K 0.01% 346
2020
Q2 		$28K Hold
400
– – 0.01% 381
2020
Q1 		$31K Hold
400
– – 0.01% 338
2019
Q4 		$36K Buy
+400
New +$35.8K 0.01% 406

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

TRUE Private Wealth Advisors's ED Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2021, closing a stake of 534 shares — an estimated $38K sold.

TRUE Private Wealth Advisors first reported a position in ED in Q4 2019 and held it in 5 quarters. The position peaked at $41K in Q3 2020. 943 funds tracked by Wall St. Rank hold ED as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 534 Consolidated Edison shares in Q1 2021, an estimated $38K.
  • TRUE Private Wealth Advisors first reported a position in Consolidated Edison in Q4 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Consolidated Edison position peaked at $41K in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.