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Legacy Capital Wealth Partners’s Edison International EIX Stock Holding History

Legacy Capital Wealth Partners’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
-2,488
Closed -$217K – 353
2024
Q3 		$217K Buy
+2,488
New +$202K 0.04% 330
2024
Q1 		– Sell
-3,526
Closed -$252K – 173
2023
Q4 		$252K Sell
3,526
-815
-19% -$53.5K 0.07% 242
2023
Q3 		$275K Buy
+4,341
New +$302K 0.08% 220
2023
Q2 		– Sell
-3,593
Closed -$254K – 94
2023
Q1 		$254K Buy
+3,593
New +$243K 0.07% 216

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
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 Capital Wealth Partners's EIX Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Edison International (EIX) in Q4 2024, closing a stake of 2,488 shares — an estimated $217K sold.

Legacy Capital Wealth Partners first reported a position in EIX in Q1 2023 and held it in 4 quarters. The position peaked at $275K in Q3 2023. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,488 Edison International shares in Q4 2024, an estimated $217K.
  • Legacy Capital Wealth Partners first reported a position in Edison International in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Edison International position peaked at $275K in Q3 2023.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.