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Pacific Capital Wealth Advisors’s Edison International EIX Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-100
Closed -$7.98K – 172
2024
Q4 		$7.98K Hold
100
– – ﹤0.01% 286
2024
Q3 		$8.71K Hold
100
– – ﹤0.01% 309
2024
Q2 		$7.18K Hold
100
– – ﹤0.01% 345
2024
Q1 		$7.07K Hold
100
– – ﹤0.01% 259
2023
Q4 		$7.15K Buy
+100
New +$6.57K ﹤0.01% 238
2020
Q4 		– Sell
-95
Closed -$5K – 100
2020
Q3 		$5K Buy
+95
New +$5.06K ﹤0.01% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's EIX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Edison International (EIX) in Q1 2025, closing a stake of 100 shares — an estimated $7.98K sold.

Pacific Capital Wealth Advisors first reported a position in EIX in Q3 2020 and held it in 6 quarters. The position peaked at $8.71K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Edison International shares in Q1 2025, an estimated $7.98K.
  • Pacific Capital Wealth Advisors first reported a position in Edison International in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Edison International position peaked at $8.71K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.