BWA
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BDO Wealth Advisors’s FirstEnergy FE Stock Holding History

BDO 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
2022
Q3 		– Sell
-405
Closed -$16K – 1062
2022
Q2 		$16K Hold
405
– – ﹤0.01% 597
2022
Q1 		$19K Buy
+405
New +$17.1K ﹤0.01% 601
2020
Q1 		– Sell
-405
Closed -$20K – 765
2019
Q4 		$20K Buy
+405
New +$19.4K 0.01% 387

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's FE Position: Q3 2022 in Review

BDO Wealth Advisors sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 405 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in FE in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • BDO Wealth Advisors reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 405 FirstEnergy shares in Q3 2022, an estimated $16K.
  • BDO Wealth Advisors first reported a position in FirstEnergy in Q4 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's FirstEnergy position peaked at $20K in Q4 2019.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.