Altus Wealth Group’s Edison International EIX Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-300	Closed	-$19K	–	349
2020 Q4	$19K	Buy	+300	New	+$18.1K	0.02%	383

Other funds holding EIX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Altus Wealth Group's EIX Position: Q1 2021 in Review

Altus Wealth Group sold out of Edison International (EIX) in Q1 2021, closing a stake of 300 shares — an estimated $19K sold.

Altus Wealth Group first reported a position in EIX in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

Altus Wealth Group reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 300 Edison International shares in Q1 2021, an estimated $19K.
Altus Wealth Group first reported a position in Edison International in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Edison International position peaked at $19K in Q4 2020.
630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.