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Atlas Private Wealth Advisors’s FirstEnergy FE Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-160
Closed -$6K – 342
2021
Q3 		$6K Buy
160
+2
+1% +$76 ﹤0.01% 530
2021
Q2 		$6K Buy
158
+1
+0.6% +$37 ﹤0.01% 545
2021
Q1 		$5K Buy
157
+2
+1% +$65 ﹤0.01% 607
2020
Q4 		$5K Buy
+155
New +$4.64K ﹤0.01% 520

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Advisors's FE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 160 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in FE in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 697 funds tracked by Wall St. Rank hold FE as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 160 FirstEnergy shares in Q4 2021, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's FirstEnergy position peaked at $6K in Q3 2021.
  • 697 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.