GKWIM
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Gerber Kawasaki Wealth & Investment Management’s FirstEnergy FE Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-200
Closed -$7K – 554
2021
Q3 		$7K Buy
+200
New +$7.59K ﹤0.01% 704

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FE Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FE in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 698 funds tracked by Wall St. Rank hold FE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 200 FirstEnergy shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in FirstEnergy in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's FirstEnergy position peaked at $7K in Q3 2021.
  • 698 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.