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HWM
HighMark Wealth Management’s
Edison International
EIX
Stock Holding History
HighMark Wealth Management’s Portfolio
EIX Stock Details
EIX Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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