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Walled Lake Planning & Wealth Management’s Edison International EIX Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-256
Closed -$14K – 163
2021
Q3 		$14K Buy
256
+2
+0.8% +$115 0.01% 243
2021
Q2 		$15K Buy
254
+1
+0.4% +$58 0.01% 225
2021
Q1 		$15K Sell
253
-128
-34% -$7.51K 0.01% 214
2020
Q4 		$24K Buy
381
+3
+0.8% +$181 0.02% 165
2020
Q3 		$19K Buy
378
+3
+0.8% +$160 0.02% 174
2020
Q2 		$20K Buy
375
+3
+0.8% +$173 0.02% 154
2020
Q1 		$20K Buy
372
+2
+0.5% +$139 0.02% 143
2019
Q4 		$28K Buy
+370
New +$26.2K 0.02% 143

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return