Heritage Wealth Advisors’s Edison International EIX Stock Holding History

Heritage 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
2022 Q3	–	Sell	-295	Closed	-$19K	–	544
2022 Q2	$19K	Hold	295	–	–	﹤0.01%	427
2022 Q1	$21K	Hold	295	–	–	﹤0.01%	392
2021 Q4	$20K	Buy	+295	New	+$18.7K	﹤0.01%	407
2020 Q1	–	Sell	-12	Closed	-$905	–	479
2019 Q4	$905	Buy	+12	New	+$849	﹤0.01%	675

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Heritage Wealth Advisors's EIX Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Edison International (EIX) in Q3 2022, closing a stake of 295 shares — an estimated $19K sold.

Heritage Wealth Advisors first reported a position in EIX in Q4 2019 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 699 funds tracked by Wall St. Rank hold EIX as of Q3 2022.

Heritage Wealth Advisors reported no remaining Edison International position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 295 Edison International shares in Q3 2022, an estimated $19K.
Heritage Wealth Advisors first reported a position in Edison International in Q4 2019 and held it in 4 quarters.
Heritage Wealth Advisors's Edison International position peaked at $21K in Q1 2022.
699 funds tracked by Wall St. Rank held Edison International as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.