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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's FE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of FirstEnergy (FE) in Q3 2021, closing a stake of 400 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in FE in Q3 2013 and held it in 16 quarters. The position peaked at $42K in Q3 2013. 640 funds tracked by Wall St. Rank hold FE as of Q3 2021.

  • Optimum Investment Advisors reported no remaining FirstEnergy position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 FirstEnergy shares in Q3 2021, an estimated $15K.
  • Optimum Investment Advisors first reported a position in FirstEnergy in Q3 2013 and held it in 16 quarters.
  • Optimum Investment Advisors's FirstEnergy position peaked at $42K in Q3 2013.
  • 640 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.