KWA
EIX icon

KCS Wealth Advisory’s Edison International EIX Stock Holding History

KCS Wealth Advisory’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
Q3 		$585K Sell
9,241
-1,401
-13% -$97.6K 0.25% 88
2023
Q2 		$739K Buy
10,642
+98
+0.9% +$6.9K 0.26% 91
2023
Q1 		$744K Sell
10,544
-3,473
-25% -$235K 0.28% 87
2022
Q4 		$892K Sell
14,017
-595
-4% -$36.5K 0.37% 72
2022
Q3 		$827K Sell
14,612
-16,093
-52% -$1.07M 0.38% 77
2022
Q2 		$1.94M Sell
30,705
-3,119
-9% -$211K 0.86% 39
2022
Q1 		$2.37M Sell
33,824
-954
-3% -$60.9K 1.1% 30
2021
Q4 		$2.37M Buy
34,778
+1,032
+3% +$65.4K 0.95% 29
2021
Q3 		$1.87M Buy
33,746
+612
+2% +$35.1K 0.89% 33
2021
Q2 		$1.92M Buy
33,134
+6,185
+23% +$360K 0.9% 33
2021
Q1 		$1.58M Buy
26,949
+5,466
+25% +$321K 0.82% 36
2020
Q4 		$1.35M Buy
21,483
+1,426
+7% +$85.9K 0.89% 35
2020
Q3 		$1.02M Sell
20,057
-905
-4% -$48.2K 0.81% 46
2020
Q2 		$1.14M Buy
20,962
+4,131
+25% +$238K 0.94% 37
2020
Q1 		$922K Buy
16,831
+597
+4% +$41.4K 0.94% 37
2019
Q4 		$1.22M Buy
16,234
+171
+1% +$12.1K 0.92% 37
2019
Q3 		$1.21M Buy
16,063
+289
+2% +$20.8K 0.84% 28
2019
Q2 		$1.06M Buy
15,774
+1,845
+13% +$115K 0.84% 36
2019
Q1 		$862K Buy
13,929
+33
+0.2% +$1.97K 0.75% 52
2018
Q4 		$789K Buy
13,896
+157
+1% +$9.76K 0.83% 43
2018
Q3 		$930K Buy
13,739
+1,872
+16% +$125K 0.86% 41
2018
Q2 		$751K Buy
11,867
+2,056
+21% +$128K 0.7% 54
2018
Q1 		$625K Buy
9,811
+6,556
+201% +$404K 0.57% 71
2017
Q4 		$206K Buy
+3,255
New +$248K 0.2% 154

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KCS Wealth Advisory's EIX Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Edison International (EIX) stake by 13% in Q3 2023, selling an estimated $97.6K and leaving 9,241 shares worth $585K. The position accounts for 0.25% of the portfolio, ranked #88.

KCS Wealth Advisory first reported a position in EIX in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.37M in Q4 2021. 763 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • KCS Wealth Advisory held 9,241 shares of Edison International worth $585K as of Q3 2023.
  • KCS Wealth Advisory sold 1,401 Edison International shares in Q3 2023, an estimated $97.6K.
  • Edison International made up 0.25% of KCS Wealth Advisory's portfolio in Q3 2023, its #88 holding.
  • KCS Wealth Advisory first reported a position in Edison International in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's Edison International position peaked at $2.37M in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.