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Sutton Wealth Advisors’s Edison International EIX Stock Holding History

Sutton 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
2023
Q3 		$12.1K Buy
191
+16
+9% +$1.11K 0.01% 439
2023
Q2 		$12.2K Sell
175
-12
-6% -$844 0.01% 427
2023
Q1 		$13.2K Sell
187
-2,167
-92% -$146K 0.01% 368
2022
Q4 		$150K Buy
2,354
+25
+1% +$1.53K 0.06% 205
2022
Q3 		$132K Buy
2,329
+2
+0.1% +$132 0.05% 215
2022
Q2 		$147K Hold
2,327
– – 0.06% 196
2022
Q1 		$163K Buy
2,327
+44
+2% +$2.81K 0.06% 196
2021
Q4 		$156K Hold
2,283
– – 0.05% 205
2021
Q3 		$127K Sell
2,283
-7
-0.3% -$402 0.05% 225
2021
Q2 		$132K Hold
2,290
– – 0.05% 215
2021
Q1 		$134K Hold
2,290
– – 0.05% 210
2020
Q4 		$144K Buy
2,290
+14
+0.6% +$843 0.06% 192
2020
Q3 		$116K Sell
2,276
-47
-2% -$2.5K 0.06% 202
2020
Q2 		$126K Buy
2,323
+5
+0.2% +$288 0.07% 190
2020
Q1 		$127K Sell
2,318
-3
-0.1% -$208 0.08% 170
2019
Q4 		$175K Sell
2,321
-21
-0.9% -$1.49K 0.09% 164
2019
Q3 		$177K Buy
2,342
+24
+1% +$1.73K 0.1% 161
2019
Q2 		$156K Buy
2,318
+15
+0.7% +$931 0.09% 167
2019
Q1 		$143K Buy
2,303
+27
+1% +$1.61K 0.08% 170
2018
Q4 		$129K Buy
2,276
+24
+1% +$1.49K 0.08% 171
2018
Q3 		$152K Hold
2,252
– – 0.1% 153
2018
Q2 		$142K Hold
2,252
– – 0.1% 161
2018
Q1 		$143K Hold
2,252
– – 0.1% 159
2017
Q4 		$142K Hold
2,252
– – 0.1% 160
2017
Q3 		$174K Hold
2,252
– – 0.13% 134
2017
Q2 		$176K Hold
2,252
– – 0.14% 128
2017
Q1 		$179K Hold
2,252
– – 0.15% 114
2016
Q4 		$162K Hold
2,252
– – 0.15% 122
2016
Q3 		$163K Hold
2,252
– – 0.15% 117
2016
Q2 		$175K Hold
2,252
– – 0.17% 105
2016
Q1 		$162K Buy
+2,252
New +$146K 0.15% 114

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

Sutton Wealth Advisors's EIX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Edison International (EIX) stake by 9.1% in Q3 2023, buying an estimated $1.11K and bringing the position to 191 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Sutton Wealth Advisors first reported a position in EIX in Q1 2016 and has held it in 31 quarters since. The position peaked at $179K in Q1 2017. 763 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Sutton Wealth Advisors held 191 shares of Edison International worth $12.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 16 Edison International shares in Q3 2023, an estimated $1.11K.
  • Edison International made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #439 holding.
  • Sutton Wealth Advisors first reported a position in Edison International in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Edison International position peaked at $179K in Q1 2017.
  • 763 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.