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FRG Family Wealth Advisors’s Edison International EIX Stock Holding History

FRG Family 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
2024
Q2 		– Sell
-155
Closed -$11K – 207
2024
Q1 		$11K Buy
+155
New +$10.6K ﹤0.01% 261

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FRG Family Wealth Advisors's EIX Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Edison International (EIX) in Q2 2024, closing a stake of 155 shares — an estimated $11K sold.

FRG Family Wealth Advisors first reported a position in EIX in Q1 2024 and held it in 1 quarter. The position peaked at $11K in Q1 2024. 810 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 155 Edison International shares in Q2 2024, an estimated $11K.
  • FRG Family Wealth Advisors first reported a position in Edison International in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Edison International position peaked at $11K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.