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Amplius Wealth Advisors’s Edison International EIX Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-130
Closed -$8K – 384
2021
Q4 		$8K Buy
+130
New +$8.24K ﹤0.01% 633

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amplius Wealth Advisors's EIX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Edison International (EIX) in Q1 2022, closing a stake of 130 shares — an estimated $8K sold.

Amplius Wealth Advisors first reported a position in EIX in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 694 funds tracked by Wall St. Rank hold EIX as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Edison International position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 130 Edison International shares in Q1 2022, an estimated $8K.
  • Amplius Wealth Advisors first reported a position in Edison International in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Edison International position peaked at $8K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Edison International as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.