WWMSC
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Wagner Wealth Management (South Carolina)’s Edison International EIX Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Hold
0
– – – 381
2022
Q3 		– Sell
-275
Closed -$18.2K – 703
2022
Q2 		$17K Buy
+275
New +$18.6K 0.01% 350
2022
Q1 		– Sell
-275
Closed -$19K – 342
2021
Q4 		$19K Hold
275
– – 0.01% 403
2021
Q3 		$17K Hold
275
– – 0.01% 396
2021
Q2 		$16K Hold
275
– – 0.01% 416
2021
Q1 		$16K Buy
+275
New +$16.1K 0.01% 391
2018
Q3 		$47K Hold
700
– – 0.03% 257
2018
Q2 		$44K Buy
700
+160
+30% +$9.98K 0.03% 240
2018
Q1 		$34K Hold
540
– – 0.03% 246
2017
Q4 		$34K Buy
+540
New +$41.2K 0.03% 249

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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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return