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Golden State Wealth Management’s FirstEnergy FE Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-400
Closed -$16K – 482
2020
Q1 		$16K Buy
+400
New +$18.6K 0.01% 536
2019
Q4 		– Sell
-400
Closed -$19K – 345
2019
Q3 		$19K Buy
+400
New +$18.1K 0.01% 621

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's FE Position: Q2 2020 in Review

Golden State Wealth Management sold out of FirstEnergy (FE) in Q2 2020, closing a stake of 400 shares — an estimated $16K sold.

Golden State Wealth Management first reported a position in FE in Q3 2019 and held it in 2 quarters. The position peaked at $19K in Q3 2019. 644 funds tracked by Wall St. Rank hold FE as of Q2 2020.

  • Golden State Wealth Management reported no remaining FirstEnergy position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 400 FirstEnergy shares in Q2 2020, an estimated $16K.
  • Golden State Wealth Management first reported a position in FirstEnergy in Q3 2019 and held it in 2 quarters.
  • Golden State Wealth Management's FirstEnergy position peaked at $19K in Q3 2019.
  • 644 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.