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Liberty Wealth Management’s FirstEnergy FE Stock Holding History

Liberty 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
Q3 		– Sell
-20
Closed -$1K – 885
2020
Q2 		$1K Sell
20
-7
-26% -$289 ﹤0.01% 781
2020
Q1 		$1K Sell
27
-11
-29% -$511 ﹤0.01% 795
2019
Q4 		$2K Hold
38
– – ﹤0.01% 766
2019
Q3 		$2K Sell
38
-10,098
-100% -$457K ﹤0.01% 737
2019
Q2 		$434K Buy
10,136
+10,112
+42,133% +$425K 0.38% 56
2019
Q1 		$0 Hold
24
– – ﹤0.01% 763
2018
Q4 		$0 Buy
+24
New +$909 ﹤0.01% 765

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Liberty Wealth Management's FE Position: Q3 2020 in Review

Liberty Wealth Management sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in FE in Q4 2018 and held it in 7 quarters. The position peaked at $434K in Q2 2019. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Liberty Wealth Management reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 20 FirstEnergy shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in FirstEnergy in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's FirstEnergy position peaked at $434K in Q2 2019.
  • 611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.