Aevitas Wealth Management’s Edison International EIX Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$294K	Buy	+4,614	New	+$283K	0.17%	97
2018 Q4	–	Sell	-157	Closed	-$11K	–	411
2018 Q3	$11K	Buy	157 +1	+0.6%	+$67	0.01%	331
2018 Q2	$10K	Buy	156 +1	+0.6%	+$62	0.01%	321
2018 Q1	$10K	Buy	155 +2	+1%	+$123	0.01%	317
2017 Q4	$10K	Buy	+153	New	+$11.7K	0.01%	315

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aevitas Wealth Management's EIX Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Edison International (EIX) in Q4 2022: 4,614 shares worth $294K. The stake represents 0.17% of the portfolio and ranks #97 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in EIX as recently as Q3 2018.

Aevitas Wealth Management first reported a position in EIX in Q4 2017 and has held it in 5 quarters since. 718 funds tracked by Wall St. Rank hold EIX as of Q4 2022.

Aevitas Wealth Management held 4,614 shares of Edison International worth $294K as of Q4 2022.
Edison International was a new Aevitas Wealth Management position in Q4 2022.
Edison International made up 0.17% of Aevitas Wealth Management's portfolio in Q4 2022, its #97 holding.
Aevitas Wealth Management first reported a position in Edison International in Q4 2017 and has held it in 5 quarters since.
718 funds tracked by Wall St. Rank held Edison International as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.