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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return