SWM
FE icon

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 – 322
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 $5.7T 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 $24.2B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return