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Resurgent Financial Advisors’s Edison International EIX Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-944
Closed -$67.5K – 272
2023
Q4 		$67.5K Sell
944
-18
-2% -$1.18K 0.04% 290
2023
Q3 		$60.9K Sell
962
-24
-2% -$1.67K 0.04% 296
2023
Q2 		$68.5K Buy
986
+89
+10% +$6.26K 0.05% 287
2023
Q1 		$63.3K Sell
897
-111
-11% -$7.5K 0.04% 294
2022
Q4 		$64.1K Buy
+1,008
New +$61.9K 0.03% 383

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Resurgent Financial Advisors's EIX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Edison International (EIX) in Q1 2024, closing a stake of 944 shares — an estimated $67.5K sold.

Resurgent Financial Advisors first reported a position in EIX in Q4 2022 and held it in 5 quarters. The position peaked at $68.5K in Q2 2023. 778 funds tracked by Wall St. Rank hold EIX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Edison International position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 944 Edison International shares in Q1 2024, an estimated $67.5K.
  • Resurgent Financial Advisors first reported a position in Edison International in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Edison International position peaked at $68.5K in Q2 2023.
  • 778 funds tracked by Wall St. Rank held Edison International as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.