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Baron Silver Stevens Financial Advisors’s FirstEnergy FE Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-352
Closed -$10K – 189
2020
Q4 		$10K Buy
+352
New +$10.5K ﹤0.01% 259

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FE Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 352 shares — an estimated $10K sold.

Baron Silver Stevens Financial Advisors first reported a position in FE in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 630 funds tracked by Wall St. Rank hold FE as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 352 FirstEnergy shares in Q1 2021, an estimated $10K.
  • Baron Silver Stevens Financial Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's FirstEnergy position peaked at $10K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.