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Western Pacific Wealth Management’s Consolidated Edison ED Stock Holding History

Western Pacific Wealth Management’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
2024
Q2 		– Sell
-12
Closed -$1.09K – 241
2024
Q1 		$1.09K Buy
+12
New +$1.08K ﹤0.01% 277

Other funds holding ED

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Western Pacific Wealth Management's ED Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Consolidated Edison (ED) in Q2 2024, closing a stake of 12 shares — an estimated $1.09K sold.

Western Pacific Wealth Management first reported a position in ED in Q1 2024 and held it in 1 quarter. The position peaked at $1.09K in Q1 2024. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Consolidated Edison position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 12 Consolidated Edison shares in Q2 2024, an estimated $1.09K.
  • Western Pacific Wealth Management first reported a position in Consolidated Edison in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Consolidated Edison position peaked at $1.09K in Q1 2024.
  • 1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.