Kore Private Wealth’s FirstEnergy FE Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-3,335	Closed	-$129K	–	537
2020 Q2	$129K	Hold	3,335	–	–	0.03%	298
2020 Q1	$134K	Hold	3,335	–	–	0.03%	264
2019 Q4	$162K	Buy	+3,335	New	+$159K	0.03%	280
2019 Q2	–	Sell	-3,335	Closed	-$139K	–	422
2019 Q1	$139K	Hold	3,335	–	–	0.03%	247
2018 Q4	$125K	Buy	+3,335	New	+$126K	0.03%	262

Other funds holding FE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kore Private Wealth's FE Position: Q3 2020 in Review

Kore Private Wealth sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 3,335 shares — an estimated $129K sold.

Kore Private Wealth first reported a position in FE in Q4 2018 and held it in 5 quarters. The position peaked at $162K in Q4 2019. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

Kore Private Wealth reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 3,335 FirstEnergy shares in Q3 2020, an estimated $129K.
Kore Private Wealth first reported a position in FirstEnergy in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's FirstEnergy position peaked at $162K in Q4 2019.
611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.