Frisch Financial Group’s FirstEnergy FE Stock Holding History

Frisch Financial Group’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	-5,397	Closed	-$216K	–	121
2023 Q1	$216K	Buy	5,397 +131	+2%	+$5.29K	0.08%	109
2022 Q4	$221K	Sell	5,266 -276	-5%	-$10.8K	0.08%	124
2022 Q3	$205K	Buy	5,542 +6	+0.1%	+$237	0.09%	113
2022 Q2	$213K	Buy	5,536 +5	+0.1%	+$213	0.08%	116
2022 Q1	$254K	Sell	5,531 -261	-5%	-$11K	0.08%	123
2021 Q4	$210K	Buy	5,792 +5	+0.1%	+$193	0.07%	149
2021 Q3	$206K	Buy	5,787 +6	+0.1%	+$228	0.07%	142
2021 Q2	$216K	Buy	5,781 +5	+0.1%	+$186	0.07%	138
2021 Q1	$200K	Buy	+5,776	New	+$189K	0.07%	147
2020 Q3	–	Sell	-5,754	Closed	-$223K	–	107
2020 Q2	$223K	Sell	5,754 -1,111	-16%	-$45.9K	0.11%	85
2020 Q1	$275K	Sell	6,865 -189	-3%	-$8.78K	0.16%	73
2019 Q4	$343K	Sell	7,054 -609	-8%	-$29.1K	0.16%	71
2019 Q3	$370K	Buy	+7,663	New	+$347K	0.22%	60

Other funds holding FE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $24.2B 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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return