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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EIX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Edison International (EIX) in Q4 2021, closing a stake of 256 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in EIX in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q4 2019. 686 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Edison International position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 256 Edison International shares in Q4 2021, an estimated $14K.
Walled Lake Planning & Wealth Management first reported a position in Edison International in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Edison International position peaked at $28K in Q4 2019.
686 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.