Amplius Wealth Advisors’s FirstEnergy FE Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-32	Closed	-$1K	–	429
2021 Q4	$1K	Buy	+32	New	+$1.23K	﹤0.01%	888

Other funds holding FE

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

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Amplius Wealth Advisors's FE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 32 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in FE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

Amplius Wealth Advisors reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 32 FirstEnergy shares in Q1 2022, an estimated $1K.
Amplius Wealth Advisors first reported a position in FirstEnergy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's FirstEnergy position peaked at $1K in Q4 2021.
695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.