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Graham Capital Wealth Management’s Edison International EIX Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-1,131
Closed -$798K – 69
2023
Q1 		$798K Buy
+1,131
New +$76.4K 0.12% 78

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graham Capital Wealth Management's EIX Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Edison International (EIX) in Q2 2023, closing a stake of 1,131 shares — an estimated $798K sold.

Graham Capital Wealth Management first reported a position in EIX in Q1 2023 and held it in 1 quarter. The position peaked at $798K in Q1 2023. 755 funds tracked by Wall St. Rank hold EIX as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Edison International position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,131 Edison International shares in Q2 2023, an estimated $798K.
  • Graham Capital Wealth Management first reported a position in Edison International in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Edison International position peaked at $798K in Q1 2023.
  • 755 funds tracked by Wall St. Rank held Edison International as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.