Skip to main content

KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

EIX holding history

Edison International in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EIX overviewAll 13F holders of EIXFull Q3 2023 holdings

Shares (Q3 2023)
9,241
Value
$584.9K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of EIX by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20239,241$584.9K0.2%−1,401−13.2%ReducedHolders
Q2 202310,642$739.1K0.3%+98+0.9%AddedHolders
Q1 202310,544$744.3K0.3%−3,473−24.8%ReducedHolders
Q4 202214,017$891.8K0.4%−595−4.1%ReducedHolders
Q3 202214,612$827.0K0.4%−16,093−52.4%ReducedHolders
Q2 202230,705$1.94M0.9%−3,119−9.2%ReducedHolders
Q1 202233,824$2.37M1.1%−954−2.7%ReducedHolders
Q4 202134,778$2.37M1.0%+1,032+3.1%AddedHolders
Q3 202133,746$1.87M0.9%+612+1.8%AddedHolders
Q2 202133,134$1.92M0.9%+6,185+23.0%AddedHolders
Q1 202126,949$1.58M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.