YorkBridge Wealth Partners’s Consolidated Edison ED Stock Holding History

YorkBridge Wealth 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
2022 Q4	$499K	Sell	5,233 -250	-5%	-$22.7K	0.13%	124
2022 Q3	$470K	Hold	5,483	–	–	0.12%	124
2022 Q2	$521K	Hold	5,483	–	–	0.14%	123
2022 Q1	$519K	Hold	5,483	–	–	0.11%	136
2021 Q4	$468K	Hold	5,483	–	–	0.1%	148
2021 Q3	$398K	Buy	+5,483	New	+$409K	0.1%	161
2019 Q3	–	Sell	-1,470	Closed	-$129K	–	302
2019 Q2	$129K	Buy	1,470 +2	+0.1%	+$172	0.06%	251
2019 Q1	$125K	Buy	1,468 +2	+0.1%	+$160	0.06%	243
2018 Q4	$112K	Buy	1,466 +2	+0.1%	+$156	0.06%	230
2018 Q3	$111K	Buy	1,464 +1	+0.1%	+$79	0.05%	266
2018 Q2	$114K	Sell	1,463 -248	-14%	-$18.9K	0.05%	272
2018 Q1	$131K	Buy	1,711 +1,002	+141%	+$77.9K	0.06%	242
2017 Q4	$55K	Buy	709 +209	+42%	+$18K	0.03%	367
2017 Q3	$40K	Hold	500	–	–	0.02%	400
2017 Q2	$40K	Hold	500	–	–	0.02%	396
2017 Q1	$40K	Hold	500	–	–	0.02%	394
2016 Q4	$35K	Buy	+500	New	+$36.1K	0.02%	400

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

YorkBridge Wealth Partners's ED Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Consolidated Edison (ED) stake by 4.6% in Q4 2022, selling an estimated $22.7K and leaving 5,233 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #124.

YorkBridge Wealth Partners first reported a position in ED in Q4 2016 and has held it in 17 quarters since. The position peaked at $521K in Q2 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

YorkBridge Wealth Partners held 5,233 shares of Consolidated Edison worth $499K as of Q4 2022.
YorkBridge Wealth Partners sold 250 Consolidated Edison shares in Q4 2022, an estimated $22.7K.
Consolidated Edison made up 0.13% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #124 holding.
YorkBridge Wealth Partners first reported a position in Consolidated Edison in Q4 2016 and has held it in 17 quarters since.
YorkBridge Wealth Partners's Consolidated Edison position peaked at $521K in Q2 2022.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.