Wealthcare Advisory Partners’s Edison International EIX Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-322	Closed	-$19K	–	899
2021 Q1	$19K	Buy	+322	New	+$18.9K	﹤0.01%	1213
2020 Q2	–	Sell	-322	Closed	-$18K	–	601
2020 Q1	$18K	Hold	322	–	–	﹤0.01%	759
2019 Q4	$24K	Hold	322	–	–	﹤0.01%	714
2019 Q3	$24K	Hold	322	–	–	﹤0.01%	699
2019 Q2	$22K	Hold	322	–	–	﹤0.01%	696
2019 Q1	$20K	Hold	322	–	–	﹤0.01%	657
2018 Q4	$18K	Hold	322	–	–	﹤0.01%	650
2018 Q3	$22K	Hold	322	–	–	﹤0.01%	644
2018 Q2	$20K	Sell	322 -16	-5%	-$998	﹤0.01%	672
2018 Q1	$22K	Hold	338	–	–	0.01%	558
2017 Q4	$21K	Sell	338 -1	-0.3%	-$76	0.01%	528
2017 Q3	$26K	Buy	+339	New	+$26.8K	0.01%	389

Other funds holding EIX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return