Cassady Schiller Wealth Management’s Edison International EIX Stock Holding History

Cassady Schiller 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
2024 Q4	$1.12K	Buy	+14	New	+$1.17K	﹤0.01%	758
2023 Q4	–	Sell	-214	Closed	-$13.5K	–	447
2023 Q3	$13.5K	Hold	214	–	–	0.01%	308
2023 Q2	$14.9K	Buy	+214	New	+$15.1K	0.01%	306
2022 Q1	–	Sell	-9	Closed	-$1K	–	255
2021 Q4	$1K	Buy	+9	New	+$571	﹤0.01%	449

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cassady Schiller Wealth Management's EIX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Edison International (EIX) in Q4 2024: 14 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in EIX as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in EIX in Q4 2021 and has held it in 4 quarters since. The position peaked at $14.9K in Q2 2023. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

Cassady Schiller Wealth Management held 14 shares of Edison International worth $1.12K as of Q4 2024.
Edison International was a new Cassady Schiller Wealth Management position in Q4 2024.
Edison International made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #758 holding.
Cassady Schiller Wealth Management first reported a position in Edison International in Q4 2021 and has held it in 4 quarters since.
Cassady Schiller Wealth Management's Edison International position peaked at $14.9K in Q2 2023.
905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.