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Valeo Financial Advisors’s Edison International EIX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-111
Closed -$7K – 881
2021
Q1 		$7K Buy
111
+11
+11% +$646 ﹤0.01% 1445
2020
Q4 		$6K Sell
100
-26
-21% -$1.57K ﹤0.01% 1321
2020
Q3 		$6K Sell
126
-146
-54% -$7.77K ﹤0.01% 1204
2020
Q2 		$15K Buy
272
+126
+86% +$7.25K ﹤0.01% 1150
2020
Q1 		$9K Buy
146
+17
+13% +$1.18K ﹤0.01% 1122
2019
Q4 		$10K Buy
129
+6
+5% +$425 ﹤0.01% 1103
2019
Q3 		$9K Buy
123
+23
+23% +$1.66K ﹤0.01% 1049
2019
Q2 		$7K Sell
100
-35
-26% -$2.17K ﹤0.01% 1112
2019
Q1 		$8K Hold
135
– – ﹤0.01% 1020
2018
Q4 		$8K Sell
135
-28
-17% -$1.74K ﹤0.01% 938
2018
Q3 		$11K Buy
163
+35
+27% +$2.34K ﹤0.01% 936
2018
Q2 		$9K Buy
128
+28
+28% +$1.75K ﹤0.01% 964
2018
Q1 		$6K Hold
100
– – ﹤0.01% 1068
2017
Q4 		$6K Hold
100
– – ﹤0.01% 959
2017
Q3 		$8K Buy
+100
New +$7.91K ﹤0.01% 751

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Valeo Financial Advisors's EIX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Edison International (EIX) in Q2 2021, closing a stake of 111 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in EIX in Q3 2017 and held it in 15 quarters. The position peaked at $15K in Q2 2020. 622 funds tracked by Wall St. Rank hold EIX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Edison International position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 111 Edison International shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Edison International in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Edison International position peaked at $15K in Q2 2020.
  • 622 funds tracked by Wall St. Rank held Edison International as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.