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McCarthy Asset Management’s FirstEnergy FE Stock Holding History

McCarthy Asset 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
2021
Q4 		– Sell
-100
Closed -$4K – 335
2021
Q3 		$4K Hold
100
– – ﹤0.01% 214
2021
Q2 		$4K Hold
100
– – ﹤0.01% 263
2021
Q1 		$3K Buy
+100
New +$3.27K ﹤0.01% 253

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McCarthy Asset Management's FE Position: Q4 2021 in Review

McCarthy Asset Management sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in FE in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 697 funds tracked by Wall St. Rank hold FE as of Q4 2021.

  • McCarthy Asset Management reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 100 FirstEnergy shares in Q4 2021, an estimated $4K.
  • McCarthy Asset Management first reported a position in FirstEnergy in Q1 2021 and held it in 3 quarters.
  • McCarthy Asset Management's FirstEnergy position peaked at $4K in Q3 2021.
  • 697 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.