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Northwest Financial Advisors’s Edison International EIX Stock Holding History

Northwest Financial Advisors’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
-558
Closed -$48.6K – 224
2024
Q3 		$48.6K Buy
+558
New +$45.3K 0.04% 231
2024
Q1 		– Sell
-558
Closed -$39.9K – 202
2023
Q4 		$39.9K Buy
+558
New +$36.7K 0.03% 238

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

Northwest Financial Advisors's EIX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Edison International (EIX) in Q4 2024, closing a stake of 558 shares — an estimated $48.6K sold.

Northwest Financial Advisors first reported a position in EIX in Q4 2023 and held it in 2 quarters. The position peaked at $48.6K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Edison International position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 558 Edison International shares in Q4 2024, an estimated $48.6K.
  • Northwest Financial Advisors first reported a position in Edison International in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Edison International position peaked at $48.6K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.