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Selective Wealth Management’s Edison International EIX Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-200
Closed -$12K – 594
2021
Q2 		$12K Hold
200
– – 0.01% 319
2021
Q1 		$12K Hold
200
– – 0.01% 233
2020
Q4 		$13K Hold
200
– – 0.01% 215
2020
Q3 		$10K Hold
200
– – 0.01% 201
2020
Q2 		$11K Buy
+200
New +$11.5K 0.01% 229

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Selective Wealth Management's EIX Position: Q3 2021 in Review

Selective Wealth Management sold out of Edison International (EIX) in Q3 2021, closing a stake of 200 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in EIX in Q2 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 631 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

  • Selective Wealth Management reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 200 Edison International shares in Q3 2021, an estimated $12K.
  • Selective Wealth Management first reported a position in Edison International in Q2 2020 and held it in 5 quarters.
  • Selective Wealth Management's Edison International position peaked at $13K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.