Regal Wealth Group’s Edison International EIX Stock Holding History

Regal Wealth Group’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 Q4	$365K	Hold	5,049	–	–	0.23%	32
2023 Q3	$320K	Hold	5,049	–	–	0.22%	33
2023 Q2	$348K	Hold	5,049	–	–	0.23%	32
2023 Q1	$367K	Sell	5,049 -818	-14%	-$55.2K	0.26%	35
2022 Q4	$373K	Hold	5,867	–	–	0.27%	28
2022 Q3	$333K	Hold	5,867	–	–	0.26%	30
2022 Q2	$371K	Buy	5,867 +8	+0.1%	+$542	0.27%	33
2022 Q1	$415K	Buy	5,859 +9	+0.2%	+$575	0.26%	35
2021 Q4	$399K	Buy	5,850 +9	+0.2%	+$571	0.22%	38
2021 Q3	$324K	Buy	5,841 +9	+0.2%	+$516	0.19%	41
2021 Q2	$337K	Buy	5,832 +9	+0.2%	+$523	0.2%	39
2021 Q1	$341K	Sell	5,823 -391	-6%	-$23K	0.2%	36
2020 Q4	$390K	Buy	6,214 +8	+0.1%	+$482	0.24%	29
2020 Q3	$315K	Buy	6,206 +10	+0.2%	+$532	0.25%	32
2020 Q2	$337K	Buy	6,196 +749	+14%	+$43.1K	0.28%	30
2020 Q1	$298K	Hold	5,447	–	–	0.29%	30
2019 Q4	$411K	Hold	5,447	–	–	0.27%	31
2019 Q3	$411K	Hold	5,447	–	–	0.28%	30
2019 Q2	$367K	Hold	5,447	–	–	0.25%	31
2019 Q1	$337K	Hold	5,447	–	–	0.24%	33
2018 Q4	$309K	Buy	5,447 +1	+0%	+$62	0.28%	32
2018 Q3	$369K	Sell	5,446 -1	-0%	-$67	0.25%	30
2018 Q2	$345K	Hold	5,447	–	–	0.37%	29
2018 Q1	$347K	Buy	5,447 +1	+0%	+$62	0.27%	28
2017 Q4	$344K	Hold	5,446	–	–	0.24%	29
2017 Q3	$420K	Hold	5,446	–	–	0.31%	27
2017 Q2	$426K	Buy	5,446 +5,036	+1,228%	+$403K	0.33%	28
2017 Q1	$33K	Hold	410	–	–	0.03%	77
2016 Q4	$30K	Hold	410	–	–	0.02%	78
2016 Q3	$30K	Hold	410	–	–	0.03%	77
2016 Q2	$32K	Hold	410	–	–	0.03%	73
2016 Q1	$29K	Buy	410 +10	+3%	+$649	0.03%	75
2015 Q4	$24K	Buy	+400	New	+$24.5K	0.02%	85

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Regal Wealth Group's EIX Position: Q4 2023 in Review

Regal Wealth Group held its Edison International (EIX) position steady in Q4 2023 at 5,049 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #32.

Regal Wealth Group first reported a position in EIX in Q4 2015 and has held it in 33 quarters since. The position peaked at $426K in Q2 2017. 787 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

Regal Wealth Group held 5,049 shares of Edison International worth $365K as of Q4 2023.
Regal Wealth Group left its Edison International share count unchanged in Q4 2023.
Edison International made up 0.23% of Regal Wealth Group's portfolio in Q4 2023, its #32 holding.
Regal Wealth Group first reported a position in Edison International in Q4 2015 and has held it in 33 quarters since.
Regal Wealth Group's Edison International position peaked at $426K in Q2 2017.
787 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.