HighMark Wealth Management’s Edison International EIX Stock Holding History

HighMark 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 Q1	–	Sell	-79	Closed	-$5.65K	–	577
2023 Q4	$5.65K	Buy	79 +23	+41%	+$1.51K	﹤0.01%	349
2023 Q3	$3.54K	Hold	56	–	–	﹤0.01%	392
2023 Q2	$3.89K	Sell	56 -4	-7%	-$281	﹤0.01%	388
2023 Q1	$4.24K	Hold	60	–	–	﹤0.01%	425
2022 Q4	$3.82K	Hold	60	–	–	﹤0.01%	375
2022 Q3	$3K	Sell	60 -37	-38%	-$2.45K	﹤0.01%	391
2022 Q2	$6K	Sell	97 -37	-28%	-$2.51K	﹤0.01%	318
2022 Q1	$9K	Hold	134	–	–	0.01%	281
2021 Q4	$9K	Hold	134	–	–	0.01%	274
2021 Q3	$7K	Sell	134 -9	-6%	-$516	0.01%	298
2021 Q2	$8K	Sell	143 -35	-20%	-$2.04K	0.01%	286
2021 Q1	$10K	Sell	178 -30	-14%	-$1.76K	0.01%	231
2020 Q4	$13K	Hold	208	–	–	0.01%	191
2020 Q3	$11K	Buy	208 +55	+36%	+$2.93K	0.01%	211
2020 Q2	$8K	Buy	153 +13	+9%	+$748	0.01%	235
2020 Q1	$7K	Sell	140 -48	-26%	-$3.33K	0.01%	180
2019 Q4	$14K	Buy	+188	New	+$13.3K	0.01%	163

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

HighMark Wealth Management's EIX Position: Q1 2024 in Review

HighMark Wealth Management sold out of Edison International (EIX) in Q1 2024, closing a stake of 79 shares — an estimated $5.65K sold.

HighMark Wealth Management first reported a position in EIX in Q4 2019 and held it in 17 quarters. The position peaked at $14K in Q4 2019. 779 funds tracked by Wall St. Rank hold EIX as of Q1 2024.

HighMark Wealth Management reported no remaining Edison International position as of Q1 2024 after selling out during the quarter.
HighMark Wealth Management sold 79 Edison International shares in Q1 2024, an estimated $5.65K.
HighMark Wealth Management first reported a position in Edison International in Q4 2019 and held it in 17 quarters.
HighMark Wealth Management's Edison International position peaked at $14K in Q4 2019.
779 funds tracked by Wall St. Rank held Edison International as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.