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Baystate Wealth Management’s Edison International EIX Stock Holding History

Baystate Wealth Management’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
Q4 		$4.57K Buy
63
+1
+2% +$66 ﹤0.01% 911
2023
Q3 		$3.93K Buy
62
+1
+2% +$70 ﹤0.01% 712
2023
Q2 		$4.27K Buy
61
+1
+2% +$70 ﹤0.01% 727
2023
Q1 		$4.3K Hold
60
– – ﹤0.01% 713
2022
Q4 		$4K Buy
60
+1
+2% +$61 ﹤0.01% 704
2022
Q3 		$3K Buy
59
+1
+2% +$66 ﹤0.01% 692
2022
Q2 		$4K Hold
58
– – ﹤0.01% 682
2022
Q1 		$4K Buy
58
+1
+2% +$64 ﹤0.01% 670
2021
Q4 		$4K Hold
57
– – ﹤0.01% 670
2021
Q3 		$3K Buy
57
+1
+2% +$57 ﹤0.01% 644
2021
Q2 		$3K Buy
56
+1
+2% +$58 ﹤0.01% 610
2021
Q1 		$3K Hold
55
– – ﹤0.01% 557
2020
Q4 		$3K Hold
55
– – ﹤0.01% 525
2020
Q3 		$3K Sell
55
-191
-78% -$10.2K ﹤0.01% 491
2020
Q2 		$13K Sell
246
-320
-57% -$18.4K ﹤0.01% 349
2020
Q1 		$31K Sell
566
-237
-30% -$16.4K ﹤0.01% 238
2019
Q4 		$61K Buy
803
+751
+1,444% +$53.1K 0.01% 205
2019
Q3 		$4K Buy
52
+1
+2% +$72 ﹤0.01% 436
2019
Q2 		$3K Hold
51
– – ﹤0.01% 463
2019
Q1 		$3K Buy
51
+1
+2% +$60 ﹤0.01% 467
2018
Q4 		$3K Sell
50
-202
-80% -$12.6K ﹤0.01% 476
2018
Q3 		$18K Buy
252
+2
+0.8% +$134 ﹤0.01% 312
2018
Q2 		$16K Hold
250
– – ﹤0.01% 316
2018
Q1 		$16K Sell
250
-2,842
-92% -$175K ﹤0.01% 310
2017
Q4 		$192K Hold
3,092
– – 0.03% 88
2017
Q3 		$240K Hold
3,092
– – 0.04% 71
2017
Q2 		$241K Hold
3,092
– – 0.04% 68
2017
Q1 		$250K Buy
3,092
+50
+2% +$3.79K 0.05% 66
2016
Q4 		$220K Hold
3,042
– – 0.04% 56
2016
Q3 		$220K Buy
3,042
+16
+0.5% +$1.2K 0.05% 49
2016
Q2 		$235K Buy
3,026
+20
+0.7% +$1.44K 0.05% 53
2016
Q1 		$216K Buy
+3,006
New +$195K 0.05% 54

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's EIX Position: Q4 2023 in Review

Baystate Wealth Management increased its Edison International (EIX) stake by 1.6% in Q4 2023, buying an estimated $66 and bringing the position to 63 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Baystate Wealth Management first reported a position in EIX in Q1 2016 and has held it in 32 quarters since. The position peaked at $250K in Q1 2017. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Baystate Wealth Management held 63 shares of Edison International worth $4.57K as of Q4 2023.
  • Baystate Wealth Management bought 1 Edison International share in Q4 2023, an estimated $66.
  • Edison International made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #911 holding.
  • Baystate Wealth Management first reported a position in Edison International in Q1 2016 and has held it in 32 quarters since.
  • Baystate Wealth Management's Edison International position peaked at $250K in Q1 2017.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.