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Wealthstreet Investment Advisors’s Consolidated Edison ED Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-2,581
Closed -$202K – 332
2020
Q1 		$202K Buy
2,581
+300
+13% +$26.3K 0.03% 284
2019
Q4 		$206K Hold
2,281
– – 0.02% 332
2019
Q3 		$209K Buy
+2,281
New +$203K 0.03% 318

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Wealthstreet Investment Advisors's ED Position: Q2 2020 in Review

Wealthstreet Investment Advisors sold out of Consolidated Edison (ED) in Q2 2020, closing a stake of 2,581 shares — an estimated $202K sold.

Wealthstreet Investment Advisors first reported a position in ED in Q3 2019 and held it in 3 quarters. The position peaked at $209K in Q3 2019. 895 funds tracked by Wall St. Rank hold ED as of Q2 2020.

  • Wealthstreet Investment Advisors reported no remaining Consolidated Edison position as of Q2 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,581 Consolidated Edison shares in Q2 2020, an estimated $202K.
  • Wealthstreet Investment Advisors first reported a position in Consolidated Edison in Q3 2019 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's Consolidated Edison position peaked at $209K in Q3 2019.
  • 895 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.