Mascoma Wealth Management’s FirstEnergy FE Stock Holding History

Mascoma 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
2023 Q1	–	Sell	-200	Closed	-$8.39K	–	607
2022 Q4	$8.39K	Hold	200	–	–	﹤0.01%	427
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	443
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	445
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	453
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	420
2021 Q3	$7K	Buy	+200	New	+$7.59K	﹤0.01%	364
2021 Q2	–	Sell	-200	Closed	-$7K	–	225
2021 Q1	$7K	Buy	+200	New	+$6.53K	﹤0.01%	360
2019 Q3	–	Sell	-200	Closed	-$9K	–	172
2019 Q2	$9K	Hold	200	–	–	0.01%	274
2019 Q1	$8K	Hold	200	–	–	0.01%	280
2018 Q4	$8K	Hold	200	–	–	0.01%	271
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	305
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	295
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	286
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	292
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	312
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	313
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	290
2016 Q4	$6K	Buy	+200	New	+$6.41K	﹤0.01%	292

Other funds holding FE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Mascoma Wealth Management's FE Position: Q1 2023 in Review

Mascoma Wealth Management sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 200 shares — an estimated $8.39K sold.

Mascoma Wealth Management first reported a position in FE in Q4 2016 and held it in 18 quarters. The position peaked at $9K in Q1 2022. 714 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Mascoma Wealth Management reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 200 FirstEnergy shares in Q1 2023, an estimated $8.39K.
Mascoma Wealth Management first reported a position in FirstEnergy in Q4 2016 and held it in 18 quarters.
Mascoma Wealth Management's FirstEnergy position peaked at $9K in Q1 2022.
714 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.