CWS
FE icon

Cypress Wealth Services’s FirstEnergy FE Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-6,045
Closed -$277K – 234
2022
Q1 		$277K Buy
6,045
+1,101
+22% +$46.6K 0.08% 189
2021
Q4 		$206K Buy
+4,944
New +$191K 0.06% 217
2021
Q3 		– Sell
-5,940
Closed -$221K – 238
2021
Q2 		$221K Buy
+5,940
New +$221K 0.06% 240
2020
Q3 		– Sell
-6,330
Closed -$245K – 326
2020
Q2 		$245K Buy
6,330
+238
+4% +$9.84K 0.06% 226
2020
Q1 		$244K Sell
6,092
-121
-2% -$5.62K 0.07% 203
2019
Q4 		$302K Buy
6,213
+618
+11% +$29.5K 0.08% 190
2019
Q3 		$270K Buy
+5,595
New +$253K 0.07% 198

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return