THWM
EIX icon

Taylor Hoffman Wealth Management’s Edison International EIX Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-317
Closed -$17K – 188
2020
Q2 		$17K Buy
+317
New +$18.2K 0.01% 263
2020
Q1 		– Sell
-317
Closed -$24K – 192
2019
Q4 		$24K Hold
317
– – 0.02% 260
2019
Q3 		$24K Hold
317
– – 0.02% 256
2019
Q2 		$21K Sell
317
-100
-24% -$6.21K 0.02% 244
2019
Q1 		$26K Buy
417
+100
+32% +$5.97K 0.02% 241
2018
Q4 		$18K Sell
317
-100
-24% -$6.22K 0.02% 244
2018
Q3 		$28K Hold
417
– – 0.02% 224
2018
Q2 		$26K Hold
417
– – 0.02% 218
2018
Q1 		$27K Hold
417
– – 0.02% 224
2017
Q4 		$26K Buy
+417
New +$31.8K 0.02% 231

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return