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MBM Wealth Consultants’s FirstEnergy FE Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-54
Closed -$2K – 242
2020
Q3 		$2K Hold
54
– – ﹤0.01% 206
2020
Q2 		$2K Hold
54
– – ﹤0.01% 196
2020
Q1 		$2K Hold
54
– – ﹤0.01% 184
2019
Q4 		$3K Hold
54
– – ﹤0.01% 191
2019
Q3 		$3K Hold
54
– – ﹤0.01% 190
2019
Q2 		$2K Hold
54
– – ﹤0.01% 203
2019
Q1 		$2K Hold
54
– – ﹤0.01% 199
2018
Q4 		$2K Buy
+54
New +$2.05K ﹤0.01% 216

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MBM Wealth Consultants's FE Position: Q4 2020 in Review

MBM Wealth Consultants sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 54 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in FE in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • MBM Wealth Consultants reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 54 FirstEnergy shares in Q4 2020, an estimated $2K.
  • MBM Wealth Consultants first reported a position in FirstEnergy in Q4 2018 and held it in 8 quarters.
  • MBM Wealth Consultants's FirstEnergy position peaked at $3K in Q4 2019.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on MBM Wealth Consultants's 13F filing for Q4 2020, filed 9 Feb 2021.