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Financial Synergies Wealth Advisors’s FirstEnergy FE Stock Holding History

Financial Synergies Wealth Advisors’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
2023
Q2 		– Sell
-433
Closed -$17.3K – 507
2023
Q1 		$17.3K Buy
+433
New +$17.5K ﹤0.01% 195

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's FE Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 433 shares — an estimated $17.3K sold.

Financial Synergies Wealth Advisors first reported a position in FE in Q1 2023 and held it in 1 quarter. The position peaked at $17.3K in Q1 2023. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 433 FirstEnergy shares in Q2 2023, an estimated $17.3K.
  • Financial Synergies Wealth Advisors first reported a position in FirstEnergy in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's FirstEnergy position peaked at $17.3K in Q1 2023.
  • 681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.