Optimum Investment Advisors’s FirstEnergy FE Stock Holding History

Optimum Investment 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
2021 Q3	–	Sell	-400	Closed	-$15K	–	863
2021 Q2	$15K	Hold	400	–	–	﹤0.01%	707
2021 Q1	$14K	Buy	+400	New	+$13.1K	﹤0.01%	723
2019 Q4	–	Sell	-182	Closed	-$9K	–	963
2019 Q3	$9K	Buy	182 +1	+0.6%	+$45	﹤0.01%	813
2019 Q2	$8K	Buy	181 +2	+1%	+$84	﹤0.01%	808
2019 Q1	$7K	Buy	179 +1	+0.6%	+$40	﹤0.01%	852
2018 Q4	$7K	Buy	178 +2	+1%	+$76	﹤0.01%	804
2018 Q3	$7K	Buy	176 +2	+1%	+$73	﹤0.01%	888
2018 Q2	$6K	Buy	174 +1	+0.6%	+$34	﹤0.01%	913
2018 Q1	$6K	Buy	+173	New	+$5.56K	﹤0.01%	876
2015 Q1	$5K	Buy	151 +2	+1%	+$75	﹤0.01%	880
2014 Q4	$6K	Sell	149 -499	-77%	-$18.3K	﹤0.01%	897
2014 Q3	$22K	Buy	648 +2	+0.3%	+$66	0.01%	623
2014 Q2	$22K	Buy	646 +1	+0.2%	+$34	0.01%	641
2014 Q1	$22K	Buy	645 +2	+0.3%	+$63	0.01%	500
2013 Q4	$21K	Sell	643 -498	-44%	-$17.5K	0.01%	507
2013 Q3	$42K	Buy	+1,141	New	+$42.9K	0.02%	395

Other funds holding FE

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

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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return