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Paces Ferry Wealth Advisors’s FirstEnergy FE Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-265
Closed -$8K – 466
2020
Q3 		$8K Buy
+265
New +$8.31K 0.01% 474

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's FE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 265 shares — an estimated $8K sold.

Paces Ferry Wealth Advisors first reported a position in FE in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 265 FirstEnergy shares in Q4 2020, an estimated $8K.
  • Paces Ferry Wealth Advisors first reported a position in FirstEnergy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's FirstEnergy position peaked at $8K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.