Clarus Wealth Advisors’s FirstEnergy FE Stock Holding History

Clarus 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
2019 Q3	–	Sell	-264	Closed	-$11K	–	273
2019 Q2	$11K	Hold	264	–	–	0.01%	424
2019 Q1	$11K	Hold	264	–	–	0.01%	505
2018 Q4	$10K	Hold	264	–	–	0.02%	509
2018 Q3	$10K	Hold	264	–	–	0.01%	538
2018 Q2	$9K	Buy	+264	New	+$9.04K	0.01%	541

Other funds holding FE

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Clarus Wealth Advisors's FE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of FirstEnergy (FE) in Q3 2019, closing a stake of 264 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in FE in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2019. 620 funds tracked by Wall St. Rank hold FE as of Q3 2019.

Clarus Wealth Advisors reported no remaining FirstEnergy position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 264 FirstEnergy shares in Q3 2019, an estimated $11K.
Clarus Wealth Advisors first reported a position in FirstEnergy in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's FirstEnergy position peaked at $11K in Q2 2019.
620 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.