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Realta Investment Advisors’s FirstEnergy FE Stock Holding History

Realta 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
2020
Q1 		– Sell
-16
Closed -$1K – 665
2019
Q4 		$1K Buy
+16
New +$765 ﹤0.01% 1531
2019
Q3 		– Sell
-2,171
Closed -$93K – 1657
2019
Q2 		$93K Buy
+2,171
New +$91.2K 0.03% 519

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's FE Position: Q1 2020 in Review

Realta Investment Advisors sold out of FirstEnergy (FE) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in FE in Q2 2019 and held it in 2 quarters. The position peaked at $93K in Q2 2019. 657 funds tracked by Wall St. Rank hold FE as of Q1 2020.

  • Realta Investment Advisors reported no remaining FirstEnergy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 16 FirstEnergy shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in FirstEnergy in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's FirstEnergy position peaked at $93K in Q2 2019.
  • 657 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.