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Engrave Wealth Partners’s Edison International EIX Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-844
Closed -$45K – 169
2020
Q2 		$45K Hold
844
– – 0.04% 122
2020
Q1 		$46K Hold
844
– – 0.05% 99
2019
Q4 		$63K Buy
+844
New +$59.7K 0.06% 113

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Engrave Wealth Partners's EIX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Edison International (EIX) in Q3 2020, closing a stake of 844 shares — an estimated $45K sold.

Engrave Wealth Partners first reported a position in EIX in Q4 2019 and held it in 3 quarters. The position peaked at $63K in Q4 2019. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 844 Edison International shares in Q3 2020, an estimated $45K.
  • Engrave Wealth Partners first reported a position in Edison International in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Edison International position peaked at $63K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.