Realta Investment Advisors’s Edison International EIX Stock Holding History

Realta Investment 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 Q3	–	Sell	-1,126	Closed	-$80.9K	–	449
2024 Q2	$80.9K	Buy	1,126 +2	+0.2%	+$145	0.02%	487
2024 Q1	$79.5K	Buy	+1,124	New	+$76.8K	0.02%	500
2023 Q4	–	Sell	-1,273	Closed	-$88.4K	–	508
2023 Q3	$88.4K	Hold	1,273	–	–	0.02%	472
2023 Q2	$88.4K	Buy	+1,273	New	+$89.6K	0.02%	499
2023 Q1	–	Sell	-1,721	Closed	-$110K	–	509
2022 Q4	$110K	Sell	1,721 -28	-2%	-$1.72K	0.03%	472
2022 Q3	$99K	Buy	+1,749	New	+$116K	0.03%	452
2020 Q1	–	Sell	-625	Closed	-$42K	–	599
2019 Q4	$42K	Buy	625 +146	+30%	+$10.3K	0.01%	715
2019 Q3	$37K	Buy	479 +14	+3%	+$1.01K	0.01%	749
2019 Q2	$32K	Buy	+465	New	+$28.9K	0.01%	781

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Realta Investment Advisors's EIX Position: Q3 2024 in Review

Realta Investment Advisors sold out of Edison International (EIX) in Q3 2024, closing a stake of 1,126 shares — an estimated $80.9K sold.

Realta Investment Advisors first reported a position in EIX in Q2 2019 and held it in 9 quarters. The position peaked at $110K in Q4 2022. 874 funds tracked by Wall St. Rank hold EIX as of Q3 2024.

Realta Investment Advisors reported no remaining Edison International position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,126 Edison International shares in Q3 2024, an estimated $80.9K.
Realta Investment Advisors first reported a position in Edison International in Q2 2019 and held it in 9 quarters.
Realta Investment Advisors's Edison International position peaked at $110K in Q4 2022.
874 funds tracked by Wall St. Rank held Edison International as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.