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Wealth Advisory Solutions’s Consolidated Edison ED Stock Holding History

Wealth Advisory Solutions’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
Q3 		$626K Buy
8,625
+635
+8% +$47.4K 0.14% 102
2021
Q2 		$573K Buy
+7,990
New +$613K 0.14% 99

Other funds holding ED

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Vanguard Group
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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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealth Advisory Solutions's ED Position: Q3 2021 in Review

Wealth Advisory Solutions increased its Consolidated Edison (ED) stake by 7.9% in Q3 2021, buying an estimated $47.4K and bringing the position to 8,625 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #102.

Wealth Advisory Solutions first reported a position in ED in Q2 2021 and has held it in 2 quarters since. 934 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • Wealth Advisory Solutions held 8,625 shares of Consolidated Edison worth $626K as of Q3 2021.
  • Wealth Advisory Solutions bought 635 Consolidated Edison shares in Q3 2021, an estimated $47.4K.
  • Consolidated Edison made up 0.14% of Wealth Advisory Solutions's portfolio in Q3 2021, its #102 holding.
  • Wealth Advisory Solutions first reported a position in Consolidated Edison in Q2 2021 and has held it in 2 quarters since.
  • 934 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.