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Wealthspire Advisors (Maryland)’s Consolidated Edison ED Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$599K Buy
7,694
+1,240
+19% +$91.5K 0.02% 237
2020
Q2 		$464K Sell
6,454
-478
-7% -$36.7K 0.03% 274
2020
Q1 		$541K Sell
6,932
-2,382
-26% -$209K 0.05% 221
2019
Q4 		$843K Buy
9,314
+304
+3% +$27.2K 0.06% 193
2019
Q3 		$851K Buy
9,010
+75
+0.8% +$6.66K 0.06% 167
2019
Q2 		$783K Sell
8,935
-569
-6% -$49K 0.06% 174
2019
Q1 		$806K Buy
9,504
+741
+8% +$59.2K 0.06% 163
2018
Q4 		$670K Buy
8,763
+114
+1% +$8.92K 0.06% 171
2018
Q3 		$659K Sell
8,649
-34
-0.4% -$2.68K 0.05% 195
2018
Q2 		$677K Sell
8,683
-96
-1% -$7.33K 0.06% 184
2018
Q1 		$684K Buy
8,779
+32
+0.4% +$2.49K 0.06% 189
2017
Q4 		$743K Buy
8,747
+74
+0.9% +$6.36K 0.07% 174
2017
Q3 		$700K Buy
8,673
+26
+0.3% +$2.15K 0.08% 174
2017
Q2 		$699K Buy
8,647
+4,305
+99% +$348K 0.08% 163
2017
Q1 		$337K Buy
4,342
+226
+5% +$17K 0.05% 264
2016
Q4 		$303K Buy
4,116
+43
+1% +$3.11K 0.05% 272
2016
Q3 		$307K Sell
4,073
-197
-5% -$15.3K 0.05% 267
2016
Q2 		$344K Buy
4,270
+216
+5% +$16.2K 0.06% 224
2016
Q1 		$311K Sell
4,054
-507
-11% -$36K 0.05% 245
2015
Q4 		$293K Buy
+4,561
New +$293K 0.05% 258

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ED Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Consolidated Edison (ED) stake by 19% in Q3 2020, buying an estimated $91.5K and bringing the position to 7,694 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #237.

Wealthspire Advisors (Maryland) first reported a position in ED in Q4 2015 and has held it in 20 quarters since. The position peaked at $851K in Q3 2019. 887 funds tracked by Wall St. Rank hold ED as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,694 shares of Consolidated Edison worth $599K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,240 Consolidated Edison shares in Q3 2020, an estimated $91.5K.
  • Consolidated Edison made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #237 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Consolidated Edison in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Consolidated Edison position peaked at $851K in Q3 2019.
  • 887 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.