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Selective Wealth Management’s FirstEnergy FE Stock Holding History

Selective 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
2022
Q4 		– Sell
-897
Closed -$33K – 321
2022
Q3 		$33K Hold
897
– – 0.01% 349
2022
Q2 		$34K Hold
897
– – 0.01% 381
2022
Q1 		$41K Buy
897
+597
+199% +$25.3K 0.01% 337
2021
Q4 		$12K Hold
300
– – ﹤0.01% 468
2021
Q3 		$11K Buy
300
+200
+200% +$7.59K 0.01% 427
2021
Q2 		$4K Hold
100
– – ﹤0.01% 418
2021
Q1 		$3K Hold
100
– – ﹤0.01% 340
2020
Q4 		$3K Hold
100
– – ﹤0.01% 316
2020
Q3 		$3K Hold
100
– – ﹤0.01% 266
2020
Q2 		$4K Buy
+100
New +$4.13K ﹤0.01% 319

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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's FE Position: Q4 2022 in Review

Selective Wealth Management sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 897 shares — an estimated $33K sold.

Selective Wealth Management first reported a position in FE in Q2 2020 and held it in 10 quarters. The position peaked at $41K in Q1 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Selective Wealth Management reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 897 FirstEnergy shares in Q4 2022, an estimated $33K.
  • Selective Wealth Management first reported a position in FirstEnergy in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's FirstEnergy position peaked at $41K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.