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Colonial Trust Advisors’s Edison International EIX Stock Holding History

Colonial Trust 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
2024
Q2 		– Sell
-429
Closed -$30.3K – 843
2024
Q1 		$30.3K Buy
429
+427
+21,350% +$29.2K ﹤0.01% 395
2023
Q4 		$143 Sell
2
-2
-50% -$131 ﹤0.01% 883
2023
Q3 		$253 Buy
4
+2
+100% +$139 ﹤0.01% 859
2023
Q2 		$139 Hold
2
– – ﹤0.01% 890
2023
Q1 		$141 Hold
2
– – ﹤0.01% 879
2022
Q4 		$127 Buy
+2
New +$123 ﹤0.01% 893

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Colonial Trust Advisors's EIX Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Edison International (EIX) in Q2 2024, closing a stake of 429 shares — an estimated $30.3K sold.

Colonial Trust Advisors first reported a position in EIX in Q4 2022 and held it in 6 quarters. The position peaked at $30.3K in Q1 2024. 810 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 429 Edison International shares in Q2 2024, an estimated $30.3K.
  • Colonial Trust Advisors first reported a position in Edison International in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Edison International position peaked at $30.3K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.