BerganKDV Wealth Management’s Edison International EIX Stock Holding History

BerganKDV 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 Q2	$41.3K	Sell	594 -288	-33%	-$20.3K	﹤0.01%	402
2023 Q1	$62.3K	Buy	882 +280	+47%	+$18.9K	0.01%	367
2022 Q4	$38.3K	Buy	602 +8	+1%	+$491	﹤0.01%	407
2022 Q3	$34K	Hold	594	–	–	﹤0.01%	413
2022 Q2	$38K	Hold	594	–	–	﹤0.01%	414
2022 Q1	$42K	Hold	594	–	–	﹤0.01%	413
2021 Q4	$41K	Hold	594	–	–	﹤0.01%	453
2021 Q3	$33K	Hold	594	–	–	﹤0.01%	454
2021 Q2	$34K	Hold	594	–	–	﹤0.01%	439
2021 Q1	$35K	Hold	594	–	–	﹤0.01%	412
2020 Q4	$37K	Hold	594	–	–	0.01%	387
2020 Q3	$30K	Hold	594	–	–	﹤0.01%	384
2020 Q2	$32K	Sell	594 -23	-4%	-$1.32K	0.01%	401
2020 Q1	$34K	Sell	617 -22	-3%	-$1.52K	0.01%	367
2019 Q4	$48K	Buy	639 +23	+4%	+$1.63K	0.01%	353
2019 Q3	$46K	Hold	616	–	–	0.01%	341
2019 Q2	$42K	Hold	616	–	–	0.01%	347
2019 Q1	$38K	Hold	616	–	–	0.01%	370
2018 Q4	$35K	Sell	616 -125	-17%	-$7.77K	0.01%	337
2018 Q3	$50K	Hold	741	–	–	0.01%	318
2018 Q2	$47K	Buy	+741	New	+$46.2K	0.01%	327

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's EIX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Edison International (EIX) stake by 33% in Q2 2023, selling an estimated $20.3K and leaving 594 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

BerganKDV Wealth Management first reported a position in EIX in Q2 2018 and has held it in 21 quarters since. The position peaked at $62.3K in Q1 2023. 754 funds tracked by Wall St. Rank hold EIX as of Q2 2023.

BerganKDV Wealth Management held 594 shares of Edison International worth $41.3K as of Q2 2023.
BerganKDV Wealth Management sold 288 Edison International shares in Q2 2023, an estimated $20.3K.
Edison International made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #402 holding.
BerganKDV Wealth Management first reported a position in Edison International in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Edison International position peaked at $62.3K in Q1 2023.
754 funds tracked by Wall St. Rank held Edison International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.