Advisor OS’s Edison International EIX Stock Holding History

Advisor OS’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,515	Closed	-$219K	–	421
2024 Q3	$219K	Buy	+2,515	New	+$204K	0.02%	377

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor OS's EIX Position: Q4 2024 in Review

Advisor OS sold out of Edison International (EIX) in Q4 2024, closing a stake of 2,515 shares — an estimated $219K sold.

Advisor OS first reported a position in EIX in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

Advisor OS reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 2,515 Edison International shares in Q4 2024, an estimated $219K.
Advisor OS first reported a position in Edison International in Q3 2024 and held it in 1 quarter.
Advisor OS's Edison International position peaked at $219K in Q3 2024.
905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.