FAIM
FE icon

Financial Advocates Investment Management’s FirstEnergy FE Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-5,396
Closed -$207K – 774
2022
Q2 		$207K Buy
+5,396
New +$230K 0.02% 616

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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's FE Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 5,396 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in FE in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 684 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,396 FirstEnergy shares in Q3 2022, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in FirstEnergy in Q2 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's FirstEnergy position peaked at $207K in Q2 2022.
  • 684 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.