Harvest Group Wealth Management’s FirstEnergy FE Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-427	Closed	-$13K	–	257
2020 Q4	$13K	Hold	427	–	–	0.01%	205
2020 Q3	$12K	Hold	427	–	–	0.01%	204
2020 Q2	$16K	Hold	427	–	–	0.01%	172
2020 Q1	$17K	Hold	427	–	–	0.02%	151
2019 Q4	$20K	Buy	427 +2	+0.5%	+$96	0.02%	156
2019 Q3	$20K	Buy	425 +3	+0.7%	+$136	0.02%	157
2019 Q2	$18K	Buy	422 +2	+0.5%	+$84	0.02%	163
2019 Q1	$17K	Buy	+420	New	+$16.7K	0.02%	177

Other funds holding FE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Harvest Group Wealth Management's FE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 427 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in FE in Q1 2019 and held it in 8 quarters. The position peaked at $20K in Q4 2019. 632 funds tracked by Wall St. Rank hold FE as of Q1 2021.

Harvest Group Wealth Management reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 427 FirstEnergy shares in Q1 2021, an estimated $13K.
Harvest Group Wealth Management first reported a position in FirstEnergy in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's FirstEnergy position peaked at $20K in Q4 2019.
632 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.