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Investors Asset Management of Georgia’s FirstEnergy FE Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,200
Closed -$44K – 304
2022
Q3 		$44K Hold
1,200
– – 0.02% 328
2022
Q2 		$46K Buy
+1,200
New +$51.2K 0.02% 267

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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Investors Asset Management of Georgia's FE Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 1,200 shares — an estimated $44K sold.

Investors Asset Management of Georgia first reported a position in FE in Q2 2022 and held it in 2 quarters. The position peaked at $46K in Q2 2022. 717 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,200 FirstEnergy shares in Q4 2022, an estimated $44K.
  • Investors Asset Management of Georgia first reported a position in FirstEnergy in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's FirstEnergy position peaked at $46K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.