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Valley Wealth Managers’s Consolidated Edison ED Stock Holding History

Valley Wealth Managers’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
-125
Closed -$11.9K – 368
2022
Q4 		$11.9K Hold
125
– – ﹤0.01% 290
2022
Q3 		$11K Hold
125
– – ﹤0.01% 317
2022
Q2 		$12K Buy
+125
New +$11.9K ﹤0.01% 319

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

Valley Wealth Managers's ED Position: Q1 2023 in Review

Valley Wealth Managers sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 125 shares — an estimated $11.9K sold.

Valley Wealth Managers first reported a position in ED in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

  • Valley Wealth Managers reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 125 Consolidated Edison shares in Q1 2023, an estimated $11.9K.
  • Valley Wealth Managers first reported a position in Consolidated Edison in Q2 2022 and held it in 3 quarters.
  • Valley Wealth Managers's Consolidated Edison position peaked at $12K in Q2 2022.
  • 1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.