Global Trust Asset Management’s FirstEnergy FE Stock Holding History

Global Trust Asset 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
2023 Q3	–	Sell	-166	Closed	-$6.45K	–	455
2023 Q2	$6.45K	Hold	166	–	–	﹤0.01%	355
2023 Q1	$6.65K	Hold	166	–	–	﹤0.01%	338
2022 Q4	$6.96K	Sell	166 -165	-50%	-$6.45K	﹤0.01%	326
2022 Q3	$12K	Hold	331	–	–	0.01%	305
2022 Q2	$13K	Hold	331	–	–	0.01%	303
2022 Q1	$15K	Hold	331	–	–	0.01%	350
2021 Q4	$14K	Buy	+331	New	+$12.8K	0.01%	328
2021 Q1	–	Sell	-431	Closed	-$13K	–	399
2020 Q4	$13K	Hold	431	–	–	0.01%	284
2020 Q3	$12K	Hold	431	–	–	0.01%	258
2020 Q2	$17K	Hold	431	–	–	0.01%	226
2020 Q1	$17K	Hold	431	–	–	0.01%	240
2019 Q4	$21K	Hold	431	–	–	0.01%	268
2019 Q3	$21K	Hold	431	–	–	0.01%	237
2019 Q2	$18K	Hold	431	–	–	0.01%	272
2019 Q1	$18K	Hold	431	–	–	0.01%	256
2018 Q4	$16K	Hold	431	–	–	0.01%	243
2018 Q3	$16K	Hold	431	–	–	0.01%	275
2018 Q2	$15K	Hold	431	–	–	0.01%	270
2018 Q1	$15K	Hold	431	–	–	0.01%	255
2017 Q4	$13K	Buy	+431	New	+$14K	0.01%	281

Other funds holding FE

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Trust Asset Management's FE Position: Q3 2023 in Review

Global Trust Asset Management sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 166 shares — an estimated $6.45K sold.

Global Trust Asset Management first reported a position in FE in Q4 2017 and held it in 20 quarters. The position peaked at $21K in Q4 2019. 664 funds tracked by Wall St. Rank hold FE as of Q3 2023.

Global Trust Asset Management reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
Global Trust Asset Management sold 166 FirstEnergy shares in Q3 2023, an estimated $6.45K.
Global Trust Asset Management first reported a position in FirstEnergy in Q4 2017 and held it in 20 quarters.
Global Trust Asset Management's FirstEnergy position peaked at $21K in Q4 2019.
664 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Global Trust Asset Management's 13F filing for Q3 2023, filed 12 Oct 2023.