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Tyler-Stone Wealth Management’s Consolidated Edison ED Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-310
Closed -$27.7K – 473
2024
Q2 		$27.7K Hold
310
– – 0.01% 466
2024
Q1 		$28.2K Hold
310
– – 0.01% 465
2023
Q4 		$28.2K Hold
310
– – 0.01% 452
2023
Q3 		$27K Hold
310
– – 0.02% 434
2023
Q2 		$28K Buy
+310
New +$29.6K 0.02% 437
2022
Q4 		$30K Hold
310
– – 0.02% 390
2022
Q3 		$27K Hold
310
– – 0.02% 385
2022
Q2 		$29K Hold
310
– – 0.02% 392
2022
Q1 		$29K Hold
310
– – 0.02% 419
2021
Q4 		$26K Buy
+310
New +$24.4K 0.01% 458

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's ED Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 310 shares — an estimated $27.7K sold.

Tyler-Stone Wealth Management first reported a position in ED in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2022. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 310 Consolidated Edison shares in Q3 2024, an estimated $27.7K.
  • Tyler-Stone Wealth Management first reported a position in Consolidated Edison in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Consolidated Edison position peaked at $30K in Q4 2022.
  • 1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.