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Quotient Wealth Partners’s Edison International EIX Stock Holding History

Quotient Wealth Partners’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
-2,783
Closed -$222K – 337
2024
Q4 		$222K Sell
2,783
-1,246
-31% -$104K 0.01% 302
2024
Q3 		$351K Sell
4,029
-244
-6% -$19.8K 0.01% 224
2024
Q2 		$307K Buy
+4,273
New +$310K 0.01% 245

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

Quotient Wealth Partners's EIX Position: Q1 2025 in Review

Quotient Wealth Partners sold out of Edison International (EIX) in Q1 2025, closing a stake of 2,783 shares — an estimated $222K sold.

Quotient Wealth Partners first reported a position in EIX in Q2 2024 and held it in 3 quarters. The position peaked at $351K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Quotient Wealth Partners reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,783 Edison International shares in Q1 2025, an estimated $222K.
  • Quotient Wealth Partners first reported a position in Edison International in Q2 2024 and held it in 3 quarters.
  • Quotient Wealth Partners's Edison International position peaked at $351K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Quotient Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.