DWM
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Drive Wealth Management’s FirstEnergy FE Stock Holding History

Drive 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
-8,338
Closed -$309K – 256
2022
Q3 		$309K Sell
8,338
-3,551
-30% -$140K 0.29% 107
2022
Q2 		$456K Buy
11,889
+599
+5% +$25.6K 0.42% 67
2022
Q1 		$518K Buy
11,290
+1,631
+17% +$69K 0.44% 60
2021
Q4 		$402K Buy
+9,659
New +$372K 0.35% 81

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

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

Drive Wealth Management sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 8,338 shares — an estimated $309K sold.

Drive Wealth Management first reported a position in FE in Q4 2021 and held it in 4 quarters. The position peaked at $518K in Q1 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Drive Wealth Management reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Drive Wealth Management sold 8,338 FirstEnergy shares in Q4 2022, an estimated $309K.
  • Drive Wealth Management first reported a position in FirstEnergy in Q4 2021 and held it in 4 quarters.
  • Drive Wealth Management's FirstEnergy position peaked at $518K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Drive Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.