EWA
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Evolution Wealth Advisors’s Edison International EIX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-34
Closed -$2K – 298
2021
Q3 		$2K Hold
34
– – ﹤0.01% 640
2021
Q2 		$2K Hold
34
– – ﹤0.01% 615
2021
Q1 		$2K Hold
34
– – ﹤0.01% 627
2020
Q4 		$2K Buy
+34
New +$2.05K ﹤0.01% 555
2020
Q2 		– Sell
-96
Closed -$5K – 545
2020
Q1 		$5K Buy
96
+35
+57% +$2.43K ﹤0.01% 253
2019
Q4 		$5K Sell
61
-49
-45% -$3.47K ﹤0.01% 396
2019
Q3 		$8K Buy
110
+55
+100% +$3.96K ﹤0.01% 208
2019
Q2 		$4K Buy
+55
New +$3.42K ﹤0.01% 289

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return