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WealthShield Partners’s Edison International EIX Stock Holding History

WealthShield 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
Q3 		– Sell
-250
Closed -$14K – 367
2021
Q2 		$14K Hold
250
– – ﹤0.01% 704
2021
Q1 		$15K Buy
+250
New +$14.7K ﹤0.01% 723

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthShield Partners's EIX Position: Q3 2021 in Review

WealthShield Partners sold out of Edison International (EIX) in Q3 2021, closing a stake of 250 shares — an estimated $14K sold.

WealthShield Partners first reported a position in EIX in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 631 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

  • WealthShield Partners reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 250 Edison International shares in Q3 2021, an estimated $14K.
  • WealthShield Partners first reported a position in Edison International in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Edison International position peaked at $15K in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.