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Legacy Advisory Services’s Edison International EIX Stock Holding History

Legacy Advisory Services’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
Q4 		– Sell
-2,433
Closed -$212K – 52
2024
Q3 		$212K Buy
+2,433
New +$198K 0.18% 49

Other funds holding EIX

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Advisory Services's EIX Position: Q4 2024 in Review

Legacy Advisory Services sold out of Edison International (EIX) in Q4 2024, closing a stake of 2,433 shares — an estimated $212K sold.

Legacy Advisory Services first reported a position in EIX in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • Legacy Advisory Services reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
  • Legacy Advisory Services sold 2,433 Edison International shares in Q4 2024, an estimated $212K.
  • Legacy Advisory Services first reported a position in Edison International in Q3 2024 and held it in 1 quarter.
  • Legacy Advisory Services's Edison International position peaked at $212K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Legacy Advisory Services's 13F filing for Q4 2024, filed 17 Oct 2025.