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Garrett Wealth Advisory Group’s FirstEnergy FE Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-76
Closed -$3.67K – 254
2019
Q3 		$3.67K Buy
+76
New +$3.44K ﹤0.01% 422

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Garrett Wealth Advisory Group's FE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of FirstEnergy (FE) in Q4 2019, closing a stake of 76 shares — an estimated $3.67K sold.

Garrett Wealth Advisory Group first reported a position in FE in Q3 2019 and held it in 1 quarter. The position peaked at $3.67K in Q3 2019. 682 funds tracked by Wall St. Rank hold FE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining FirstEnergy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 76 FirstEnergy shares in Q4 2019, an estimated $3.67K.
  • Garrett Wealth Advisory Group first reported a position in FirstEnergy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's FirstEnergy position peaked at $3.67K in Q3 2019.
  • 682 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.