WealthShield Partners’s Consolidated Edison ED Stock Holding History

WealthShield Partners’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	–	Sell	-811	Closed	-$58K	–	359
2021 Q2	$58K	Buy	811 +7	+0.9%	+$537	0.01%	447
2021 Q1	$60K	Buy	+804	New	+$56.6K	0.01%	415
2020 Q4	–	Sell	-3,262	Closed	-$254K	–	308
2020 Q3	$254K	Buy	+3,262	New	+$241K	0.09%	212
2020 Q1	–	Sell	-5,626	Closed	-$509K	–	284
2019 Q4	$509K	Buy	5,626 +1,506	+37%	+$135K	0.25%	91
2019 Q3	$389K	Buy	4,120 +750	+22%	+$66.6K	0.21%	111
2019 Q2	$295K	Buy	3,370 +855	+34%	+$73.7K	0.17%	119
2019 Q1	$213K	Buy	+2,515	New	+$201K	0.12%	137

Other funds holding ED

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WealthShield Partners's ED Position: Q3 2021 in Review

WealthShield Partners sold out of Consolidated Edison (ED) in Q3 2021, closing a stake of 811 shares — an estimated $58K sold.

WealthShield Partners first reported a position in ED in Q1 2019 and held it in 7 quarters. The position peaked at $509K in Q4 2019. 934 funds tracked by Wall St. Rank hold ED as of Q3 2021.

WealthShield Partners reported no remaining Consolidated Edison position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 811 Consolidated Edison shares in Q3 2021, an estimated $58K.
WealthShield Partners first reported a position in Consolidated Edison in Q1 2019 and held it in 7 quarters.
WealthShield Partners's Consolidated Edison position peaked at $509K in Q4 2019.
934 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.