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Evermay Wealth Management’s Edison International EIX Stock Holding History

Evermay 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
Q1 		– Sell
-5
Closed -$358 – 646
2023
Q4 		$358 Buy
+5
New +$329 ﹤0.01% 612

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's EIX Position: Q1 2024 in Review

Evermay Wealth Management sold out of Edison International (EIX) in Q1 2024, closing a stake of 5 shares — an estimated $358 sold.

Evermay Wealth Management first reported a position in EIX in Q4 2023 and held it in 1 quarter. The position peaked at $358 in Q4 2023. 778 funds tracked by Wall St. Rank hold EIX as of Q1 2024.

  • Evermay Wealth Management reported no remaining Edison International position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 5 Edison International shares in Q1 2024, an estimated $358.
  • Evermay Wealth Management first reported a position in Edison International in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Edison International position peaked at $358 in Q4 2023.
  • 778 funds tracked by Wall St. Rank held Edison International as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.