OWMIAS
FE icon

One Wealth Management Investment & Advisory Services’s FirstEnergy FE Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-5,669
Closed -$217K – 78
2024
Q2 		$217K Sell
5,669
-214
-4% -$8.3K 0.09% 121
2024
Q1 		$227K Buy
+5,883
New +$220K 0.09% 119

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's FE Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 5,669 shares — an estimated $217K sold.

One Wealth Management Investment & Advisory Services first reported a position in FE in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 5,669 FirstEnergy shares in Q3 2024, an estimated $217K.
  • One Wealth Management Investment & Advisory Services first reported a position in FirstEnergy in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's FirstEnergy position peaked at $227K in Q1 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.