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Red Door Wealth Management’s FirstEnergy FE Stock Holding History

Red Door 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
2021
Q3 		– Sell
-92
Closed -$3K – 310
2021
Q2 		$3K Buy
+92
New +$3.42K ﹤0.01% 542
2020
Q3 		– Sell
-87
Closed -$3K – 210
2020
Q2 		$3K Hold
87
– – ﹤0.01% 398
2020
Q1 		$3K Buy
+87
New +$4.04K ﹤0.01% 372

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 $3.38T AUM 44.17% 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

Red Door Wealth Management's FE Position: Q3 2021 in Review

Red Door Wealth Management sold out of FirstEnergy (FE) in Q3 2021, closing a stake of 92 shares — an estimated $3K sold.

Red Door Wealth Management first reported a position in FE in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 640 funds tracked by Wall St. Rank hold FE as of Q3 2021.

  • Red Door Wealth Management reported no remaining FirstEnergy position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 92 FirstEnergy shares in Q3 2021, an estimated $3K.
  • Red Door Wealth Management first reported a position in FirstEnergy in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's FirstEnergy position peaked at $3K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.