Freedom Wealth Alliance’s FirstEnergy FE Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-858	Closed	-$36K	–	196
2022 Q4	$36K	Buy	+858	New	+$33.5K	0.05%	142

Other funds holding FE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's FE Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 858 shares — an estimated $36K sold.

Freedom Wealth Alliance first reported a position in FE in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Freedom Wealth Alliance reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 858 FirstEnergy shares in Q1 2023, an estimated $36K.
Freedom Wealth Alliance first reported a position in FirstEnergy in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's FirstEnergy position peaked at $36K in Q4 2022.
713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.