RWB
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RMR Wealth Builders’s FirstEnergy FE Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-187
Closed -$6K – 344
2021
Q1 		$6K Buy
+187
New +$6.11K ﹤0.01% 649
2020
Q3 		– Sell
-2,115
Closed -$82K – 306
2020
Q2 		$82K Buy
+2,115
New +$87.4K 0.07% 181
2019
Q4 		$69K Buy
+1,413
New +$67.5K 0.07% 201

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

RMR Wealth Builders's FE Position: Q2 2021 in Review

RMR Wealth Builders sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 187 shares — an estimated $6K sold.

RMR Wealth Builders first reported a position in FE in Q4 2019 and held it in 3 quarters. The position peaked at $82K in Q2 2020. 622 funds tracked by Wall St. Rank hold FE as of Q2 2021.

  • RMR Wealth Builders reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 187 FirstEnergy shares in Q2 2021, an estimated $6K.
  • RMR Wealth Builders first reported a position in FirstEnergy in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's FirstEnergy position peaked at $82K in Q2 2020.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.