YorkBridge Wealth Partners’s Edison International EIX Stock Holding History

YorkBridge Wealth 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
2022 Q4	$681K	Buy	10,697 +12	+0.1%	+$736	0.17%	106
2022 Q3	$605K	Buy	10,685 +724	+7%	+$47.9K	0.16%	110
2022 Q2	$630K	Sell	9,961 -17	-0.2%	-$1.15K	0.16%	109
2022 Q1	$699K	Sell	9,978 -211	-2%	-$13.5K	0.15%	112
2021 Q4	$695K	Sell	10,189 -480	-4%	-$30.4K	0.16%	112
2021 Q3	$592K	Buy	10,669 +2,226	+26%	+$128K	0.15%	114
2021 Q2	$488K	Buy	8,443 +785	+10%	+$45.7K	0.13%	129
2021 Q1	$449K	Buy	7,658 +2,695	+54%	+$158K	0.13%	126
2020 Q4	$312K	Sell	4,963 -208	-4%	-$12.5K	0.1%	144
2020 Q3	$263K	Buy	5,171 +72	+1%	+$3.83K	0.11%	149
2020 Q2	$277K	Buy	5,099 +1,144	+29%	+$65.8K	0.13%	139
2020 Q1	$217K	Buy	3,955 +1,155	+41%	+$80K	0.13%	146
2019 Q4	$211K	Buy	+2,800	New	+$198K	0.1%	179

Other funds holding EIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

YorkBridge Wealth Partners's EIX Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Edison International (EIX) stake by 0.11% in Q4 2022, buying an estimated $736 and bringing the position to 10,697 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #106.

YorkBridge Wealth Partners first reported a position in EIX in Q4 2019 and has held it in 13 quarters since. The position peaked at $699K in Q1 2022. 718 funds tracked by Wall St. Rank hold EIX as of Q4 2022.

YorkBridge Wealth Partners held 10,697 shares of Edison International worth $681K as of Q4 2022.
YorkBridge Wealth Partners bought 12 Edison International shares in Q4 2022, an estimated $736.
Edison International made up 0.17% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #106 holding.
YorkBridge Wealth Partners first reported a position in Edison International in Q4 2019 and has held it in 13 quarters since.
YorkBridge Wealth Partners's Edison International position peaked at $699K in Q1 2022.
718 funds tracked by Wall St. Rank held Edison International as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.