EWA
EIX icon

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's EIX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Edison International (EIX) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in EIX in Q2 2019 and held it in 8 quarters. The position peaked at $8K in Q3 2019. 686 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Edison International position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 34 Edison International shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Edison International in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Edison International position peaked at $8K in Q3 2019.
  • 686 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.