Arete Wealth Advisors’s Edison International EIX Stock Holding History

Arete 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
2023 Q3	–	Sell	-4,250	Closed	-$295K	–	553
2023 Q2	$295K	Sell	4,250 -300	-7%	-$21.1K	0.03%	502
2023 Q1	$321K	Buy	4,550 +9	+0.2%	+$608	0.03%	455
2022 Q4	$289M	Sell	4,541 -114	-2%	-$7K	0.03%	462
2022 Q3	$263K	Buy	+4,655	New	+$308K	0.03%	440

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

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

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

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

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

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

Arete Wealth Advisors's EIX Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Edison International (EIX) in Q3 2023, closing a stake of 4,250 shares — an estimated $295K sold.

Arete Wealth Advisors first reported a position in EIX in Q3 2022 and held it in 4 quarters. The position peaked at $289M in Q4 2022. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

Arete Wealth Advisors reported no remaining Edison International position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 4,250 Edison International shares in Q3 2023, an estimated $295K.
Arete Wealth Advisors first reported a position in Edison International in Q3 2022 and held it in 4 quarters.
Arete Wealth Advisors's Edison International position peaked at $289M in Q4 2022.
762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.