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First Personal Financial Services’s Edison International EIX Stock Holding History

First Personal Financial Services’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
Q3 		$26.9K Sell
309
-71
-19% -$5.77K 0.01% 244
2024
Q2 		$27.3K Hold
380
– – 0.01% 220
2024
Q1 		$26.9K Hold
380
– – 0.01% 219
2023
Q4 		$27.2K Hold
380
– – 0.01% 240
2023
Q3 		$24.1K Hold
380
– – 0.01% 247
2023
Q2 		$26.4K Hold
380
– – 0.01% 253
2023
Q1 		$26.8K Hold
380
– – 0.01% 256
2022
Q4 		$24.2K Hold
380
– – 0.01% 276
2022
Q3 		$22K Hold
380
– – 0.01% 281
2022
Q2 		$24K Hold
380
– – 0.01% 227
2022
Q1 		$27K Hold
380
– – 0.01% 231
2021
Q4 		$26K Buy
+380
New +$24.1K 0.01% 234
2020
Q1 		– Sell
-18
Closed -$1K – 365
2019
Q4 		$1K Sell
18
-671
-97% -$47.5K ﹤0.01% 424
2019
Q3 		$52K Hold
689
– – 0.02% 239
2019
Q2 		$46K Buy
689
+18
+3% +$1.12K 0.01% 293
2019
Q1 		$42K Hold
671
– – 0.01% 301
2018
Q4 		$38K Sell
671
-4
-0.6% -$249 0.01% 293
2018
Q3 		$46K Buy
675
+265
+65% +$17.7K 0.01% 299
2018
Q2 		$26K Sell
410
-3,199
-89% -$200K 0.01% 358
2018
Q1 		$230K Sell
3,609
-718
-17% -$44.2K 0.05% 197
2017
Q4 		$274K Buy
4,327
+2,854
+194% +$218K 0.05% 204
2017
Q3 		$114K Buy
1,473
+215
+17% +$17K 0.02% 298
2017
Q2 		$98K Hold
1,258
– – 0.02% 317
2017
Q1 		$100K Sell
1,258
-500
-28% -$37.9K 0.02% 293
2016
Q4 		$127K Buy
+1,758
New +$124K 0.03% 246
2016
Q1 		– Sell
-209
Closed -$12K – 330
2015
Q4 		$12K Buy
209
+59
+39% +$3.61K 0.01% 279
2015
Q3 		$10K Hold
150
– – 0.01% 284
2015
Q2 		$9K Hold
150
– – 0.01% 284
2015
Q1 		$10K Hold
150
– – 0.01% 274
2014
Q4 		$9K Buy
+150
New +$9.32K 0.01% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Personal Financial Services's EIX Position: Q3 2024 in Review

First Personal Financial Services reduced its Edison International (EIX) stake by 19% in Q3 2024, selling an estimated $5.77K and leaving 309 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #244.

First Personal Financial Services first reported a position in EIX in Q4 2014 and has held it in 30 quarters since. The position peaked at $274K in Q4 2017. 875 funds tracked by Wall St. Rank hold EIX as of Q3 2024.

  • First Personal Financial Services held 309 shares of Edison International worth $26.9K as of Q3 2024.
  • First Personal Financial Services sold 71 Edison International shares in Q3 2024, an estimated $5.77K.
  • Edison International made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #244 holding.
  • First Personal Financial Services first reported a position in Edison International in Q4 2014 and has held it in 30 quarters since.
  • First Personal Financial Services's Edison International position peaked at $274K in Q4 2017.
  • 875 funds tracked by Wall St. Rank held Edison International as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.