Financial Architects (New Jersey)’s FirstEnergy FE Stock Holding History

Financial Architects (New Jersey)’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	-4,607	Closed	-$211K	–	97
2022 Q1	$211K	Buy	+4,607	New	+$195K	0.03%	317
2020 Q3	–	Sell	-77	Closed	-$3K	–	436
2020 Q2	$3K	Buy	+77	New	+$3.18K	﹤0.01%	772
2018 Q3	–	Sell	-55	Closed	-$2K	–	1442
2018 Q2	$2K	Buy	+55	New	+$1.88K	﹤0.01%	1209
2016 Q4	–	Sell	-38	Closed	-$1K	–	1422
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	1406
2016 Q2	$1K	Hold	38	–	–	﹤0.01%	1396
2016 Q1	$1K	Buy	+38	New	+$1.28K	﹤0.01%	1128
2015 Q3	–	Sell	-504	Closed	-$16K	–	457
2015 Q2	$16K	Buy	+504	New	+$17.6K	0.01%	690

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s FE Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 4,607 shares — an estimated $211K sold.

Financial Architects (New Jersey) first reported a position in FE in Q2 2015 and held it in 7 quarters. The position peaked at $211K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

Financial Architects (New Jersey) reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 4,607 FirstEnergy shares in Q2 2022, an estimated $211K.
Financial Architects (New Jersey) first reported a position in FirstEnergy in Q2 2015 and held it in 7 quarters.
Financial Architects (New Jersey)'s FirstEnergy position peaked at $211K in Q1 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.