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Wealth Alliance’s Edison International EIX Stock Holding History

Wealth Alliance’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
2023
Q4 		– Sell
-7,823
Closed -$495K – 518
2023
Q3 		$495K Sell
7,823
-777
-9% -$54.1K 0.08% 241
2023
Q2 		$597K Sell
8,600
-443
-5% -$31.2K 0.09% 224
2023
Q1 		$638K Sell
9,043
-274
-3% -$18.5K 0.1% 204
2022
Q4 		$593K Buy
9,317
+744
+9% +$45.7K 0.11% 211
2022
Q3 		$485K Buy
8,573
+255
+3% +$16.9K 0.1% 219
2022
Q2 		$526K Sell
8,318
-356
-4% -$24.1K 0.1% 207
2022
Q1 		$608K Sell
8,674
-535
-6% -$34.2K 0.12% 180
2021
Q4 		$628K Sell
9,209
-503
-5% -$31.9K 0.13% 182
2021
Q3 		$539K Buy
9,712
+969
+11% +$55.6K 0.12% 188
2021
Q2 		$506K Sell
8,743
-308
-3% -$17.9K 0.12% 193
2021
Q1 		$530K Buy
9,051
+360
+4% +$21.1K 0.15% 164
2020
Q4 		$546K Buy
8,691
+1,807
+26% +$109K 0.16% 158
2020
Q3 		$350K Buy
6,884
+465
+7% +$24.8K 0.13% 199
2020
Q2 		$349K Buy
+6,419
New +$369K 0.14% 191

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Alliance's EIX Position: Q4 2023 in Review

Wealth Alliance sold out of Edison International (EIX) in Q4 2023, closing a stake of 7,823 shares — an estimated $495K sold.

Wealth Alliance first reported a position in EIX in Q2 2020 and held it in 14 quarters. The position peaked at $638K in Q1 2023. 787 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Wealth Alliance reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance sold 7,823 Edison International shares in Q4 2023, an estimated $495K.
  • Wealth Alliance first reported a position in Edison International in Q2 2020 and held it in 14 quarters.
  • Wealth Alliance's Edison International position peaked at $638K in Q1 2023.
  • 787 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Wealth Alliance's 13F filing for Q4 2023, filed 30 Jan 2024.