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Laurel Wealth Advisors (California)’s Edison International EIX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$1.03M Buy
16,272
+5
+0% +$307 0.1% 206
2022
Q3 		$921K Buy
16,267
+4
+0% +$265 0.1% 226
2022
Q2 		$1.03M Buy
16,263
+1,863
+13% +$126K 0.1% 214
2022
Q1 		$1.01M Buy
14,400
+505
+4% +$32.3K 0.08% 244
2021
Q4 		$949K Buy
+13,895
New +$881K 0.07% 271
2021
Q3 		– Sell
-5,739
Closed -$332K – 460
2021
Q2 		$332K Buy
5,739
+2,234
+64% +$130K 0.04% 373
2021
Q1 		$205K Buy
+3,505
New +$206K 0.03% 442
2020
Q1 		– Sell
-2,885
Closed -$217K – 377
2019
Q4 		$217K Sell
2,885
-3,499
-55% -$248K 0.04% 424
2019
Q3 		$481K Buy
+6,384
New +$459K 0.08% 259
2018
Q4 		– Sell
-5,424
Closed -$367K – 370
2018
Q3 		$367K Sell
5,424
-157
-3% -$10.5K 0.09% 240
2018
Q2 		$353K Sell
5,581
-1,412
-20% -$88.1K 0.09% 230
2018
Q1 		$445K Sell
6,993
-1,024
-13% -$63.1K 0.14% 177
2017
Q4 		$507K Buy
8,017
+1,747
+28% +$133K 0.15% 169
2017
Q3 		$483K Hold
6,270
– – 0.16% 151
2017
Q2 		$490K Sell
6,270
-107
-2% -$8.57K 0.17% 148
2017
Q1 		$507K Buy
6,377
+73
+1% +$5.54K 0.2% 131
2016
Q4 		$453K Buy
6,304
+37
+0.6% +$2.61K 0.2% 127
2016
Q3 		$453K Sell
6,267
-35
-0.6% -$2.63K 0.21% 120
2016
Q2 		$489K Sell
6,302
-20
-0.3% -$1.44K 0.23% 110
2016
Q1 		$454K Buy
6,322
+61
+1% +$3.96K 0.23% 114
2015
Q4 		$371K Buy
+6,261
New +$383K 0.19% 142

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EIX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Edison International (EIX) stake by 0.03% in Q4 2022, buying an estimated $307 and bringing the position to 16,272 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #206.

Laurel Wealth Advisors (California) first reported a position in EIX in Q4 2015 and has held it in 21 quarters since. 716 funds tracked by Wall St. Rank hold EIX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,272 shares of Edison International worth $1.03M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 5 Edison International shares in Q4 2022, an estimated $307.
  • Edison International made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #206 holding.
  • Laurel Wealth Advisors (California) first reported a position in Edison International in Q4 2015 and has held it in 21 quarters since.
  • 716 funds tracked by Wall St. Rank held Edison International as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.