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Wealth Advisors of Tampa Bay’s Edison International EIX Stock Holding History

Wealth Advisors of Tampa Bay’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
Q1 		– Sell
-3,718
Closed -$254K – 105
2021
Q4 		$254K Buy
+3,718
New +$236K 0.06% 97

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisors of Tampa Bay's EIX Position: Q1 2022 in Review

Wealth Advisors of Tampa Bay sold out of Edison International (EIX) in Q1 2022, closing a stake of 3,718 shares — an estimated $254K sold.

Wealth Advisors of Tampa Bay first reported a position in EIX in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 695 funds tracked by Wall St. Rank hold EIX as of Q1 2022.

  • Wealth Advisors of Tampa Bay reported no remaining Edison International position as of Q1 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 3,718 Edison International shares in Q1 2022, an estimated $254K.
  • Wealth Advisors of Tampa Bay first reported a position in Edison International in Q4 2021 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's Edison International position peaked at $254K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Edison International as of Q1 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2022, filed 25 Apr 2022.