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Claraphi Advisory Network’s FirstEnergy FE Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-262
Closed -$10K – 576
2020
Q1 		$10K Buy
+262
New +$12.2K ﹤0.01% 763

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Claraphi Advisory Network's FE Position: Q2 2020 in Review

Claraphi Advisory Network sold out of FirstEnergy (FE) in Q2 2020, closing a stake of 262 shares — an estimated $10K sold.

Claraphi Advisory Network first reported a position in FE in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 644 funds tracked by Wall St. Rank hold FE as of Q2 2020.

  • Claraphi Advisory Network reported no remaining FirstEnergy position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 262 FirstEnergy shares in Q2 2020, an estimated $10K.
  • Claraphi Advisory Network first reported a position in FirstEnergy in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's FirstEnergy position peaked at $10K in Q1 2020.
  • 644 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.