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Baystate Wealth Management’s FirstEnergy FE Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$63.5K Sell
1,731
-16
-0.9% -$579 ﹤0.01% 342
2023
Q3 		$59.7K Buy
+1,747
New +$65K ﹤0.01% 318
2019
Q2 		– Sell
-10
Closed -$1K – 653
2019
Q1 		$1K Buy
+10
New +$397 ﹤0.01% 567

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's FE Position: Q4 2023 in Review

Baystate Wealth Management reduced its FirstEnergy (FE) stake by 0.92% in Q4 2023, selling an estimated $579 and leaving 1,731 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Baystate Wealth Management first reported a position in FE in Q1 2019 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Baystate Wealth Management held 1,731 shares of FirstEnergy worth $63.5K as of Q4 2023.
  • Baystate Wealth Management sold 16 FirstEnergy shares in Q4 2023, an estimated $579.
  • FirstEnergy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #342 holding.
  • Baystate Wealth Management first reported a position in FirstEnergy in Q1 2019 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.