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Redwood Wealth Management Group’s FirstEnergy FE Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-130
Closed -$4.97K – 471
2024
Q2 		$4.97K Buy
+130
New +$5.04K ﹤0.01% 739

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Redwood Wealth Management Group's FE Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 130 shares — an estimated $4.97K sold.

Redwood Wealth Management Group first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $4.97K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 130 FirstEnergy shares in Q3 2024, an estimated $4.97K.
  • Redwood Wealth Management Group first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's FirstEnergy position peaked at $4.97K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.