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WR Wealth Planners’s Edison International EIX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.4K Buy
30
+5
+20% +$418 ﹤0.01% 829
2024
Q3 		$2.18K Hold
25
– – ﹤0.01% 891
2024
Q2 		$1.79K Buy
25
+8
+47% +$580 ﹤0.01% 907
2024
Q1 		$1.2K Buy
+17
New +$1.16K ﹤0.01% 948

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's EIX Position: Q4 2024 in Review

WR Wealth Planners increased its Edison International (EIX) stake by 20% in Q4 2024, buying an estimated $418 and bringing the position to 30 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

WR Wealth Planners first reported a position in EIX in Q1 2024 and has held it in 4 quarters since. 906 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • WR Wealth Planners held 30 shares of Edison International worth $2.4K as of Q4 2024.
  • WR Wealth Planners bought 5 Edison International shares in Q4 2024, an estimated $418.
  • Edison International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #829 holding.
  • WR Wealth Planners first reported a position in Edison International in Q1 2024 and has held it in 4 quarters since.
  • 906 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.