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Regent Peak Wealth Advisors’s Edison International EIX Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-314
Closed -$20K – 386
2020
Q4 		$20K Buy
+314
New +$18.9K 0.01% 451

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Regent Peak Wealth Advisors's EIX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Edison International (EIX) in Q1 2021, closing a stake of 314 shares — an estimated $20K sold.

Regent Peak Wealth Advisors first reported a position in EIX in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 314 Edison International shares in Q1 2021, an estimated $20K.
  • Regent Peak Wealth Advisors first reported a position in Edison International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Edison International position peaked at $20K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.