Boit C.F. David’s FirstEnergy FE Stock Holding History

Boit C.F. David’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 Q1	–	Sell	-1,000	Closed	-$42K	–	115
2021 Q4	$42K	Hold	1,000	–	–	0.03%	103
2021 Q3	$36K	Hold	1,000	–	–	0.02%	104
2021 Q2	$37K	Buy	+1,000	New	+$37.2K	0.03%	93

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boit C.F. David's FE Position: Q1 2022 in Review

Boit C.F. David sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 1,000 shares — an estimated $42K sold.

Boit C.F. David first reported a position in FE in Q2 2021 and held it in 3 quarters. The position peaked at $42K in Q4 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

Boit C.F. David reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
Boit C.F. David sold 1,000 FirstEnergy shares in Q1 2022, an estimated $42K.
Boit C.F. David first reported a position in FirstEnergy in Q2 2021 and held it in 3 quarters.
Boit C.F. David's FirstEnergy position peaked at $42K in Q4 2021.
695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Boit C.F. David's 13F filing for Q1 2022, filed 11 May 2022.