RVW Wealth’s Edison International EIX Stock Holding History

RVW Wealth’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	–	Sell	-400	Closed	-$25.3K	–	213
2023 Q3	$25.3K	Buy	+400	New	+$27.9K	﹤0.01%	291

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

RVW Wealth's EIX Position: Q4 2023 in Review

RVW Wealth sold out of Edison International (EIX) in Q4 2023, closing a stake of 400 shares — an estimated $25.3K sold.

RVW Wealth first reported a position in EIX in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

RVW Wealth reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 400 Edison International shares in Q4 2023, an estimated $25.3K.
RVW Wealth first reported a position in Edison International in Q3 2023 and held it in 1 quarter.
RVW Wealth's Edison International position peaked at $25.3K in Q3 2023.
786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.