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Global Assets Advisory’s Edison International EIX Stock Holding History

Global Assets Advisory’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
-475
Closed -$33.5K – 189
2024
Q1 		$33.5K Buy
+475
New +$32.5K 0.02% 339

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 $3.38T AUM 44.17% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Global Assets Advisory's EIX Position: Q2 2024 in Review

Global Assets Advisory sold out of Edison International (EIX) in Q2 2024, closing a stake of 475 shares — an estimated $33.5K sold.

Global Assets Advisory first reported a position in EIX in Q1 2024 and held it in 1 quarter. The position peaked at $33.5K in Q1 2024. 812 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • Global Assets Advisory reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 475 Edison International shares in Q2 2024, an estimated $33.5K.
  • Global Assets Advisory first reported a position in Edison International in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Edison International position peaked at $33.5K in Q1 2024.
  • 812 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.