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Financial Advocates Investment Management’s Edison International EIX Stock Holding History

Financial Advocates Investment 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
2021
Q3 		– Sell
-3,886
Closed -$225K – 755
2021
Q2 		$225K Sell
3,886
-1,208
-24% -$70.3K 0.02% 673
2021
Q1 		$298K Sell
5,094
-239
-4% -$14K 0.02% 606
2020
Q4 		$335K Sell
5,333
-103
-2% -$6.21K 0.02% 538
2020
Q3 		$276K Buy
5,436
+146
+3% +$7.77K 0.02% 492
2020
Q2 		$287K Buy
5,290
+43
+0.8% +$2.47K 0.03% 474
2020
Q1 		$287K Buy
5,247
+35
+0.7% +$2.43K 0.04% 363
2019
Q4 		$393K Buy
5,212
+39
+0.8% +$2.76K 0.04% 358
2019
Q3 		$390K Sell
5,173
-134
-3% -$9.64K 0.04% 333
2019
Q2 		$358K Sell
5,307
-160
-3% -$9.93K 0.04% 342
2019
Q1 		$339K Buy
5,467
+4
+0.1% +$239 0.04% 342
2018
Q4 		$310K Sell
5,463
-1,863
-25% -$116K 0.04% 328
2018
Q3 		$496K Buy
7,326
+16
+0.2% +$1.07K 0.06% 285
2018
Q2 		$466K Sell
7,310
-1,299
-15% -$81.1K 0.06% 274
2018
Q1 		$548K Buy
8,609
+2,776
+48% +$171K 0.07% 241
2017
Q4 		$369K Buy
+5,833
New +$445K 0.05% 314

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's EIX Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Edison International (EIX) in Q3 2021, closing a stake of 3,886 shares — an estimated $225K sold.

Financial Advocates Investment Management first reported a position in EIX in Q4 2017 and held it in 15 quarters. The position peaked at $548K in Q1 2018. 630 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,886 Edison International shares in Q3 2021, an estimated $225K.
  • Financial Advocates Investment Management first reported a position in Edison International in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's Edison International position peaked at $548K in Q1 2018.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.