Atlas Private Wealth Advisors’s Edison International EIX Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-39	Closed	-$2K	–	314
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	662
2021 Q2	$2K	Sell	39 -16	-29%	-$931	﹤0.01%	672
2021 Q1	$3K	Buy	55 +17	+45%	+$998	﹤0.01%	679
2020 Q4	$2K	Buy	+38	New	+$2.29K	﹤0.01%	633

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlas Private Wealth Advisors's EIX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Edison International (EIX) in Q4 2021, closing a stake of 39 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in EIX in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 686 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Edison International position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 39 Edison International shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Edison International in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Edison International position peaked at $3K in Q1 2021.
686 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.