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Confluence Wealth Services’s Edison International EIX Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-100
Closed -$6K – 485
2021
Q4 		$6K Buy
+100
New +$6.34K ﹤0.01% 1014

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Confluence Wealth Services's EIX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Edison International (EIX) in Q1 2022, closing a stake of 100 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in EIX in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 694 funds tracked by Wall St. Rank hold EIX as of Q1 2022.

  • Confluence Wealth Services reported no remaining Edison International position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 100 Edison International shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in Edison International in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Edison International position peaked at $6K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Edison International as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.