Liberty Wealth Management’s Edison International EIX Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-507	Closed	-$28K	–	432
2021 Q3	$28K	Buy	507 +6	+1%	+$344	0.01%	562
2021 Q2	$29K	Sell	501 -60	-11%	-$3.49K	0.01%	423
2021 Q1	$32K	Hold	561	–	–	0.02%	369
2020 Q4	$32K	Buy	561 +12	+2%	+$723	0.02%	366
2020 Q3	$28K	Buy	549 +6	+1%	+$319	0.02%	339
2020 Q2	$29K	Buy	543 +6	+1%	+$345	0.02%	323
2020 Q1	$29K	Buy	537 +4	+0.8%	+$277	0.03%	291
2019 Q4	$40K	Buy	533 +6	+1%	+$425	0.03%	289
2019 Q3	$40K	Buy	527 +4	+0.8%	+$288	0.04%	265
2019 Q2	$35K	Buy	523 +5	+1%	+$310	0.03%	305
2019 Q1	$32K	Buy	518 +6	+1%	+$358	0.02%	273
2018 Q4	$29K	Buy	+512	New	+$31.8K	0.02%	270

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's EIX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Edison International (EIX) in Q4 2021, closing a stake of 507 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in EIX in Q4 2018 and held it in 12 quarters. The position peaked at $40K in Q4 2019. 686 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

Liberty Wealth Management reported no remaining Edison International position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 507 Edison International shares in Q4 2021, an estimated $28K.
Liberty Wealth Management first reported a position in Edison International in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Edison International position peaked at $40K in Q4 2019.
686 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.