Evoke Wealth’s FirstEnergy FE Stock Holding History

Evoke Wealth’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	-191	Closed	-$7K	–	652
2022 Q3	$7K	Hold	191	–	–	﹤0.01%	818
2022 Q2	$7K	Sell	191 -30	-14%	-$1.28K	﹤0.01%	830
2022 Q1	$10K	Buy	221 +38	+21%	+$1.61K	﹤0.01%	769
2021 Q4	$8K	Buy	183 +11	+6%	+$424	﹤0.01%	821
2021 Q3	$6K	Sell	172 -1	-0.6%	-$38	﹤0.01%	812
2021 Q2	$6K	Sell	173 -30	-15%	-$1.11K	﹤0.01%	828
2021 Q1	$7K	Buy	203 +1	+0.5%	+$33	﹤0.01%	761
2020 Q4	$6K	Buy	202 +22	+12%	+$659	﹤0.01%	671
2020 Q3	$5K	Sell	180 -19	-10%	-$596	﹤0.01%	668
2020 Q2	$8K	Sell	199 -4	-2%	-$165	﹤0.01%	578
2020 Q1	$8.15K	Sell	203 -129	-39%	-$6K	﹤0.01%	535
2019 Q4	$16.2K	Sell	332 -10	-3%	-$478	﹤0.01%	643
2019 Q3	$16.5K	Buy	+342	New	+$15.5K	﹤0.01%	704

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

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

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

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