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Gilliland Jeter Wealth Management’s Edison International EIX Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-1,334
Closed -$116K – 301
2024
Q3 		$116K Buy
1,334
+12
+0.9% +$975 0.04% 209
2024
Q2 		$94.9K Buy
1,322
+14
+1% +$1.01K 0.03% 221
2024
Q1 		$92.5K Buy
+1,308
New +$89.4K 0.03% 223

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gilliland Jeter Wealth Management's EIX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Edison International (EIX) in Q4 2024, closing a stake of 1,334 shares — an estimated $116K sold.

Gilliland Jeter Wealth Management first reported a position in EIX in Q1 2024 and held it in 3 quarters. The position peaked at $116K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,334 Edison International shares in Q4 2024, an estimated $116K.
  • Gilliland Jeter Wealth Management first reported a position in Edison International in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Edison International position peaked at $116K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.