Alpha Paradigm Partners’s FirstEnergy FE Stock Holding History

Alpha Paradigm Partners’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$6K	Sell	149 -2,140	-93%	-$83.7K	﹤0.01%	458
2022 Q3	$85K	Buy	+2,289	New	+$90.5K	0.04%	379
2022 Q2	–	Sell	-1,558	Closed	-$71K	–	544
2022 Q1	$71K	Buy	+1,558	New	+$65.9K	0.03%	457
2021 Q1	–	Sell	-23,403	Closed	-$716K	–	544
2020 Q4	$716K	Buy	+23,403	New	+$701K	0.25%	104

Other funds holding FE

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alpha Paradigm Partners's FE Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its FirstEnergy (FE) stake by 93% in Q4 2022, selling an estimated $83.7K and leaving 149 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Alpha Paradigm Partners first reported a position in FE in Q4 2020 and has held it in 4 quarters since. The position peaked at $716K in Q4 2020. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Alpha Paradigm Partners held 149 shares of FirstEnergy worth $6K as of Q4 2022.
Alpha Paradigm Partners sold 2,140 FirstEnergy shares in Q4 2022, an estimated $83.7K.
FirstEnergy made up ﹤0.01% of Alpha Paradigm Partners's portfolio in Q4 2022, its #458 holding.
Alpha Paradigm Partners first reported a position in FirstEnergy in Q4 2020 and has held it in 4 quarters since.
Alpha Paradigm Partners's FirstEnergy position peaked at $716K in Q4 2020.
716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.