Bank Julius Baer & Co
FE icon

Bank Julius Baer & Co’s FirstEnergy FE Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-33
Closed -$1K – 842
2020
Q4 		$1K Sell
33
-7
-18% -$210 ﹤0.01% 801
2020
Q3 		$1K Sell
40
-1,979
-98% -$62.1K ﹤0.01% 726
2020
Q2 		$78K Sell
2,019
-14,632
-88% -$605K ﹤0.01% 534
2020
Q1 		$667K Buy
+16,651
New +$774K 0.02% 279

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's FE Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in FE in Q1 2020 and held it in 4 quarters. The position peaked at $667K in Q1 2020. 632 funds tracked by Wall St. Rank hold FE as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 33 FirstEnergy shares in Q1 2021, an estimated $1K.
  • Bank Julius Baer & Co first reported a position in FirstEnergy in Q1 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's FirstEnergy position peaked at $667K in Q1 2020.
  • 632 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.