Sargent Bickham Lagudis’s FirstEnergy FE Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$12K	Hold	287	–	–	﹤0.01%	703
2022 Q3	$11K	Hold	287	–	–	﹤0.01%	674
2022 Q2	$11K	Hold	287	–	–	﹤0.01%	682
2022 Q1	$13K	Hold	287	–	–	﹤0.01%	675
2021 Q4	$12K	Buy	287 +200	+230%	+$7.71K	﹤0.01%	686
2021 Q3	$3K	Hold	87	–	–	﹤0.01%	852
2021 Q2	$3K	Hold	87	–	–	﹤0.01%	837
2021 Q1	$3K	Hold	87	–	–	﹤0.01%	834
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	780
2020 Q3	$2K	Hold	87	–	–	﹤0.01%	727
2020 Q2	$3K	Hold	87	–	–	﹤0.01%	679
2020 Q1	$3K	Sell	87 -95	-52%	-$4.42K	﹤0.01%	675
2019 Q4	$9K	Buy	182 +95	+109%	+$4.54K	﹤0.01%	622
2019 Q3	$4K	Hold	87	–	–	﹤0.01%	639
2019 Q2	$4K	Hold	87	–	–	﹤0.01%	674
2019 Q1	$4K	Hold	87	–	–	﹤0.01%	710
2018 Q4	$3K	Hold	87	–	–	﹤0.01%	697
2018 Q3	$3K	Hold	87	–	–	﹤0.01%	716
2018 Q2	$3K	Hold	87	–	–	﹤0.01%	699
2018 Q1	$3K	Hold	87	–	–	﹤0.01%	699
2017 Q4	$3K	Hold	87	–	–	﹤0.01%	725
2017 Q3	$3K	Hold	87	–	–	﹤0.01%	729
2017 Q2	$3K	Hold	87	–	–	﹤0.01%	687
2017 Q1	$3K	Hold	87	–	–	﹤0.01%	680
2016 Q4	$3K	Sell	87 -2,000	-96%	-$64.1K	﹤0.01%	652
2016 Q3	$69K	Buy	2,087 +2,000	+2,299%	+$67.9K	0.01%	299
2016 Q2	$3K	Hold	87	–	–	﹤0.01%	643
2016 Q1	$3K	Buy	+87	New	+$2.92K	﹤0.01%	665

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sargent Bickham Lagudis's FE Position: Q4 2022 in Review

Sargent Bickham Lagudis held its FirstEnergy (FE) position steady in Q4 2022 at 287 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Sargent Bickham Lagudis first reported a position in FE in Q1 2016 and has held it in 28 quarters since. The position peaked at $69K in Q3 2016. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Sargent Bickham Lagudis held 287 shares of FirstEnergy worth $12K as of Q4 2022.
Sargent Bickham Lagudis left its FirstEnergy share count unchanged in Q4 2022.
FirstEnergy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #703 holding.
Sargent Bickham Lagudis first reported a position in FirstEnergy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's FirstEnergy position peaked at $69K in Q3 2016.
716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.