LWM
FE icon

Lionsbridge Wealth Management’s FirstEnergy FE Stock Holding History

Lionsbridge 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
Q1 		– Sell
-24
Closed -$1K – 126
2019
Q4 		$1K Buy
+24
New +$1.15K ﹤0.01% 210

Other funds holding FE

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lionsbridge Wealth Management's FE Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 24 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in FE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 24 FirstEnergy shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in FirstEnergy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's FirstEnergy position peaked at $1K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.