Financial Gravity Asset Management’s FirstEnergy FE Stock Holding History

Financial Gravity Asset 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
2019 Q4	$49K	Buy	265 +32	+14%	+$1.53K	0.03%	660
2019 Q3	$11K	Buy	233 +142	+156%	+$6.43K	0.01%	592
2019 Q2	$4K	Buy	91 +29	+47%	+$1.22K	﹤0.01%	728
2019 Q1	$3K	Buy	+62	New	+$2.46K	﹤0.01%	828
2018 Q3	$7K	Sell	195 -20	-9%	-$731	0.01%	650
2018 Q2	$8K	Sell	215 -618	-74%	-$21.2K	0.01%	614
2018 Q1	$28K	Buy	+833	New	+$26.8K	0.03%	474

Other funds holding FE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Gravity Asset Management's FE Position: Q4 2019 in Review

Financial Gravity Asset Management increased its FirstEnergy (FE) stake by 14% in Q4 2019, buying an estimated $1.53K and bringing the position to 265 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #660.

Financial Gravity Asset Management first reported a position in FE in Q1 2018 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold FE as of Q4 2019.

Financial Gravity Asset Management held 265 shares of FirstEnergy worth $49K as of Q4 2019.
Financial Gravity Asset Management bought 32 FirstEnergy shares in Q4 2019, an estimated $1.53K.
FirstEnergy made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #660 holding.
Financial Gravity Asset Management first reported a position in FirstEnergy in Q1 2018 and has held it in 7 quarters since.
682 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.