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Atria Wealth Solutions’s Edison International EIX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-14,641
Closed -$863K – 1577
2025
Q1 		$863K Sell
14,641
-1,001
-6% -$57.5K 0.01% 946
2024
Q4 		$1.25M Sell
15,642
-1,036
-6% -$86.6K 0.01% 835
2024
Q3 		$1.45M Sell
16,678
-2
-0% -$162 0.02% 767
2024
Q2 		$1.2M Buy
16,680
+654
+4% +$47.4K 0.01% 812
2024
Q1 		$1.13M Sell
16,026
-2,785
-15% -$190K 0.01% 859
2023
Q4 		$1.35M Buy
18,811
+572
+3% +$37.6K 0.02% 752
2023
Q3 		$1.15M Sell
18,239
-1,498
-8% -$104K 0.02% 751
2023
Q2 		$1.37M Sell
19,737
-660
-3% -$46.4K 0.02% 716
2023
Q1 		$1.44M Sell
20,397
-1,092
-5% -$73.8K 0.02% 665
2022
Q4 		$1.37M Buy
21,489
+370
+2% +$22.7K 0.02% 636
2022
Q3 		$1.19M Buy
+21,119
New +$1.4M 0.02% 656
2022
Q2 		– Sell
-8,186
Closed -$580K – 1700
2022
Q1 		$580K Buy
+8,186
New +$523K 0.01% 983

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Invesco
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UBS AM
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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return