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Kingswood Wealth Advisors’s Edison International EIX Stock Holding History

Kingswood 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
2025
Q1 		– Sell
-3,245
Closed -$259K – 751
2024
Q4 		$259K Buy
+3,245
New +$271K 0.02% 657

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's EIX Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,245 shares — an estimated $259K sold.

Kingswood Wealth Advisors first reported a position in EIX in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,245 Edison International shares in Q1 2025, an estimated $259K.
  • Kingswood Wealth Advisors first reported a position in Edison International in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Edison International position peaked at $259K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.