Ellevest Inc’s FirstEnergy FE Stock Holding History

Ellevest Inc’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
2020 Q1	–	Sell	-33	Closed	-$2K	–	1149
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	678
2019 Q3	$2K	Buy	+33	New	+$1.49K	﹤0.01%	336

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's FE Position: Q1 2020 in Review

Ellevest Inc sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 33 shares — an estimated $2K sold.

Ellevest Inc first reported a position in FE in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

Ellevest Inc reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
Ellevest Inc sold 33 FirstEnergy shares in Q1 2020, an estimated $2K.
Ellevest Inc first reported a position in FirstEnergy in Q3 2019 and held it in 2 quarters.
Ellevest Inc's FirstEnergy position peaked at $2K in Q4 2019.
657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.