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Strait & Sound Wealth Management’s Edison International EIX Stock Holding History

Strait & Sound 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
2025
Q2 		– Sell
-9,469
Closed -$558K – 149
2025
Q1 		$558K Buy
9,469
+2,525
+36% +$145K 0.26% 76
2024
Q4 		$554K Buy
6,944
+1,121
+19% +$93.7K 0.26% 69
2024
Q3 		$507K Buy
5,823
+2,014
+53% +$164K 0.25% 76
2024
Q2 		$274K Buy
+3,809
New +$276K 0.14% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Strait & Sound Wealth Management's EIX Position: Q2 2025 in Review

Strait & Sound Wealth Management sold out of Edison International (EIX) in Q2 2025, closing a stake of 9,469 shares — an estimated $558K sold.

Strait & Sound Wealth Management first reported a position in EIX in Q2 2024 and held it in 4 quarters. The position peaked at $558K in Q1 2025. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

  • Strait & Sound Wealth Management reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 9,469 Edison International shares in Q2 2025, an estimated $558K.
  • Strait & Sound Wealth Management first reported a position in Edison International in Q2 2024 and held it in 4 quarters.
  • Strait & Sound Wealth Management's Edison International position peaked at $558K in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.