Opal Wealth Advisors’s FirstEnergy FE Stock Holding History

Opal Wealth Advisors’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	-106	Closed	-$4.06K	–	532
2024 Q2	$4.06K	Buy	+106	New	+$4.11K	﹤0.01%	841

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Opal Wealth Advisors's FE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 106 shares — an estimated $4.06K sold.

Opal Wealth Advisors first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $4.06K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Opal Wealth Advisors reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 106 FirstEnergy shares in Q3 2024, an estimated $4.06K.
Opal Wealth Advisors first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's FirstEnergy position peaked at $4.06K in Q2 2024.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.