High Net Worth Advisory Group’s Edison International EIX Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-796	Closed	-$50.6K	–	292
2022 Q4	$50.6K	Hold	796	–	–	0.02%	324
2022 Q3	$45K	Hold	796	–	–	0.02%	347
2022 Q2	$50K	Hold	796	–	–	0.02%	322
2022 Q1	$56K	Hold	796	–	–	0.02%	327
2021 Q4	$54K	Buy	+796	New	+$50.5K	0.02%	340

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

High Net Worth Advisory Group's EIX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Edison International (EIX) in Q1 2023, closing a stake of 796 shares — an estimated $50.6K sold.

High Net Worth Advisory Group first reported a position in EIX in Q4 2021 and held it in 5 quarters. The position peaked at $56K in Q1 2022. 747 funds tracked by Wall St. Rank hold EIX as of Q1 2023.

High Net Worth Advisory Group reported no remaining Edison International position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 796 Edison International shares in Q1 2023, an estimated $50.6K.
High Net Worth Advisory Group first reported a position in Edison International in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Edison International position peaked at $56K in Q1 2022.
747 funds tracked by Wall St. Rank held Edison International as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.