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Crumly & Associates’s FirstEnergy FE Stock Holding History

Crumly & Associates’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
-10,932
Closed -$404K – 105
2022
Q3 		$404K Sell
10,932
-200
-2% -$7.9K 0.17% 76
2022
Q2 		$427K Buy
11,132
+4,711
+73% +$201K 0.18% 69
2022
Q1 		$294K Buy
6,421
+1,270
+25% +$53.7K 0.11% 92
2021
Q4 		$219K Buy
+5,151
New +$199K 0.09% 101

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crumly & Associates's FE Position: Q4 2022 in Review

Crumly & Associates sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 10,932 shares — an estimated $404K sold.

Crumly & Associates first reported a position in FE in Q4 2021 and held it in 4 quarters. The position peaked at $427K in Q2 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Crumly & Associates reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Crumly & Associates sold 10,932 FirstEnergy shares in Q4 2022, an estimated $404K.
  • Crumly & Associates first reported a position in FirstEnergy in Q4 2021 and held it in 4 quarters.
  • Crumly & Associates's FirstEnergy position peaked at $427K in Q2 2022.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.