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ERTS Wealth Advisors’s Edison International EIX Stock Holding History

ERTS Wealth 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
2025
Q1 		– Sell
-3,419
Closed -$273K – 83
2024
Q4 		$273K Sell
3,419
-414
-11% -$34.6K 0.05% 74
2024
Q3 		$334K Sell
3,833
-259
-6% -$21K 0.06% 68
2024
Q2 		$294K Buy
4,092
+47
+1% +$3.41K 0.06% 75
2024
Q1 		$286K Buy
4,045
+22
+0.5% +$1.5K 0.06% 76
2023
Q4 		$288K Buy
4,023
+207
+5% +$13.6K 0.06% 71
2023
Q3 		$242K Buy
3,816
+143
+4% +$9.96K 0.06% 75
2023
Q2 		$255K Sell
3,673
-40
-1% -$2.81K 0.06% 78
2023
Q1 		$262K Sell
3,713
-546
-13% -$36.9K 0.06% 80
2022
Q4 		$271K Sell
4,259
-598
-12% -$36.7K 0.07% 82
2022
Q3 		$275K Buy
4,857
+295
+6% +$19.5K 0.08% 72
2022
Q2 		$289K Buy
4,562
+475
+12% +$32.2K 0.08% 69
2022
Q1 		$286K Buy
+4,087
New +$261K 0.08% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERTS Wealth Advisors's EIX Position: Q1 2025 in Review

ERTS Wealth Advisors sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,419 shares — an estimated $273K sold.

ERTS Wealth Advisors first reported a position in EIX in Q1 2022 and held it in 12 quarters. The position peaked at $334K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • ERTS Wealth Advisors reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,419 Edison International shares in Q1 2025, an estimated $273K.
  • ERTS Wealth Advisors first reported a position in Edison International in Q1 2022 and held it in 12 quarters.
  • ERTS Wealth Advisors's Edison International position peaked at $334K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on ERTS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.