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Ardsley Advisory Partners’s FirstEnergy FE Stock Holding History

Ardsley Advisory 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
2021
Q2 		– Sell
-100,000
Closed -$3.47M – 147
2021
Q1 		$3.47M Sell
100,000
-10,000
-9% -$327K 0.42% 40
2020
Q4 		$3.37M Buy
110,000
+70,000
+175% +$2.1M 0.55% 41
2020
Q3 		$1.15M Buy
+40,000
New +$1.25M 0.22% 60

Other funds holding FE

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ardsley Advisory Partners's FE Position: Q2 2021 in Review

Ardsley Advisory Partners sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 100,000 shares — an estimated $3.47M sold.

Ardsley Advisory Partners first reported a position in FE in Q3 2020 and held it in 3 quarters. The position peaked at $3.47M in Q1 2021. 621 funds tracked by Wall St. Rank hold FE as of Q2 2021.

  • Ardsley Advisory Partners reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
  • Ardsley Advisory Partners sold 100,000 FirstEnergy shares in Q2 2021, an estimated $3.47M.
  • Ardsley Advisory Partners first reported a position in FirstEnergy in Q3 2020 and held it in 3 quarters.
  • Ardsley Advisory Partners's FirstEnergy position peaked at $3.47M in Q1 2021.
  • 621 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on Ardsley Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.