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Clearview Wealth Advisors’s FirstEnergy FE Stock Holding History

Clearview 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
Q1 		– Sell
-150
Closed -$6K – 643
2021
Q4 		$6K Sell
150
-900
-86% -$34.7K ﹤0.01% 470
2021
Q3 		$37K Hold
1,050
– – 0.02% 267
2021
Q2 		$39K Hold
1,050
– – 0.02% 267
2021
Q1 		$36K Hold
1,050
– – 0.02% 266
2020
Q4 		$32K Buy
+1,050
New +$31.5K 0.02% 243

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's FE Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 150 shares — an estimated $6K sold.

Clearview Wealth Advisors first reported a position in FE in Q4 2020 and held it in 5 quarters. The position peaked at $39K in Q2 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 150 FirstEnergy shares in Q1 2022, an estimated $6K.
  • Clearview Wealth Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's FirstEnergy position peaked at $39K in Q2 2021.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.