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Point View Wealth Management’s FirstEnergy FE Stock Holding History

Point View Wealth Management’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 		$1.67M Buy
54,666
+272
+0.5% +$8.15K 0.68% 44
2020
Q3 		$1.56M Buy
54,394
+8,677
+19% +$272K 0.74% 37
2020
Q2 		$1.77M Sell
45,717
-1,706
-4% -$70.5K 0.85% 29
2020
Q1 		$1.9M Sell
47,423
-1,222
-3% -$56.8K 1.04% 19
2019
Q4 		$2.36M Sell
48,645
-943
-2% -$45.1K 0.98% 20
2019
Q3 		$2.39M Sell
49,588
-4,915
-9% -$222K 1.08% 16
2019
Q2 		$2.33M Sell
54,503
-910
-2% -$38.2K 0.99% 20
2019
Q1 		$2.31M Sell
55,413
-848
-2% -$33.7K 1.03% 22
2018
Q4 		$2.11M Sell
56,261
-1,168
-2% -$44.2K 1.07% 16
2018
Q3 		$2.13M Buy
57,429
+1,235
+2% +$45.1K 0.95% 23
2018
Q2 		$2.02M Sell
56,194
-915
-2% -$31.3K 0.94% 26
2018
Q1 		$1.94M Sell
57,109
-600
-1% -$19.3K 0.93% 26
2017
Q4 		$1.77M Sell
57,709
-910
-2% -$29.6K 0.84% 31
2017
Q3 		$1.81M Buy
58,619
+391
+0.7% +$12.3K 0.87% 29
2017
Q2 		$1.7M Buy
58,228
+5,586
+11% +$166K 0.84% 28
2017
Q1 		$1.68M Buy
52,642
+10,133
+24% +$313K 0.86% 26
2016
Q4 		$1.32M Sell
42,509
-2,974
-7% -$95.2K 0.76% 34
2016
Q3 		$1.5M Buy
45,483
+667
+1% +$22.7K 0.89% 25
2016
Q2 		$1.56M Sell
44,816
-501
-1% -$17K 0.95% 23
2016
Q1 		$1.63M Buy
45,317
+7,375
+19% +$248K 1.05% 19
2015
Q4 		$1.2M Buy
37,942
+2,608
+7% +$82K 0.87% 29
2015
Q3 		$1.11M Buy
35,334
+1,953
+6% +$63.9K 0.88% 31
2015
Q2 		$1.09M Buy
33,381
+138
+0.4% +$4.83K 0.84% 34
2015
Q1 		$1.17M Buy
33,243
+26
+0.1% +$972 0.9% 33
2014
Q4 		$1.29M Buy
33,217
+2,959
+10% +$109K 0.96% 30
2014
Q3 		$1.02M Buy
30,258
+10,239
+51% +$339K 0.86% 32
2014
Q2 		$695K Buy
20,019
+3,669
+22% +$123K 0.6% 53
2014
Q1 		$556K Buy
16,350
+7,944
+95% +$251K 0.51% 71
2013
Q4 		$277K Buy
+8,406
New +$296K 0.26% 130

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

Point View Wealth Management's FE Position: Q4 2020 in Review

Point View Wealth Management increased its FirstEnergy (FE) stake by 0.5% in Q4 2020, buying an estimated $8.15K and bringing the position to 54,666 shares worth $1.67M. The position accounts for 0.68% of the portfolio, ranked #44.

Point View Wealth Management first reported a position in FE in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.39M in Q3 2019. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Point View Wealth Management held 54,666 shares of FirstEnergy worth $1.67M as of Q4 2020.
  • Point View Wealth Management bought 272 FirstEnergy shares in Q4 2020, an estimated $8.15K.
  • FirstEnergy made up 0.68% of Point View Wealth Management's portfolio in Q4 2020, its #44 holding.
  • Point View Wealth Management first reported a position in FirstEnergy in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's FirstEnergy position peaked at $2.39M in Q3 2019.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.