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Wipfli Financial Advisors’s Consolidated Edison ED Stock Holding History

Wipfli Financial 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
2022
Q3 		$167K Buy
+1,943
New +$187K 0.01% 508

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's ED Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Consolidated Edison (ED) in Q3 2022: 1,943 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

1,030 funds tracked by Wall St. Rank hold ED as of Q3 2022.

  • Wipfli Financial Advisors held 1,943 shares of Consolidated Edison worth $167K as of Q3 2022.
  • Consolidated Edison was a new Wipfli Financial Advisors position in Q3 2022.
  • Consolidated Edison made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #508 holding.
  • 1,030 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.