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

Cypress Wealth Services's FE Position: Q2 2022 in Review

Cypress Wealth Services sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 6,045 shares — an estimated $277K sold.

Cypress Wealth Services first reported a position in FE in Q3 2019 and held it in 7 quarters. The position peaked at $302K in Q4 2019. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • Cypress Wealth Services reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 6,045 FirstEnergy shares in Q2 2022, an estimated $277K.
  • Cypress Wealth Services first reported a position in FirstEnergy in Q3 2019 and held it in 7 quarters.
  • Cypress Wealth Services's FirstEnergy position peaked at $302K in Q4 2019.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.