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Quadrant Private Wealth Management’s Edison International EIX Stock Holding History

Quadrant Private 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
2023
Q3 		– Sell
-3,330
Closed -$231K – 226
2023
Q2 		$231K Hold
3,330
– – 0.07% 219
2023
Q1 		$238K Sell
3,330
-28
-0.8% -$1.89K 0.07% 209
2022
Q4 		$216K Buy
+3,358
New +$206K 0.07% 218

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Quadrant Private Wealth Management's EIX Position: Q3 2023 in Review

Quadrant Private Wealth Management sold out of Edison International (EIX) in Q3 2023, closing a stake of 3,330 shares — an estimated $231K sold.

Quadrant Private Wealth Management first reported a position in EIX in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q1 2023. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Quadrant Private Wealth Management reported no remaining Edison International position as of Q3 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,330 Edison International shares in Q3 2023, an estimated $231K.
  • Quadrant Private Wealth Management first reported a position in Edison International in Q4 2022 and held it in 3 quarters.
  • Quadrant Private Wealth Management's Edison International position peaked at $238K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.