Cordatus Wealth Management’s FirstEnergy FE Stock Holding History

Cordatus Wealth Management’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 Q4	–	Sell	-12,479	Closed	-$462K	–	64
2022 Q3	$462K	Buy	+12,479	New	+$493K	0.49%	47

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cordatus Wealth Management's FE Position: Q4 2022 in Review

Cordatus Wealth Management sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 12,479 shares — an estimated $462K sold.

Cordatus Wealth Management first reported a position in FE in Q3 2022 and held it in 1 quarter. The position peaked at $462K in Q3 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Cordatus Wealth Management reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
Cordatus Wealth Management sold 12,479 FirstEnergy shares in Q4 2022, an estimated $462K.
Cordatus Wealth Management first reported a position in FirstEnergy in Q3 2022 and held it in 1 quarter.
Cordatus Wealth Management's FirstEnergy position peaked at $462K in Q3 2022.
716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Cordatus Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.