Symmetry Investments’s FirstEnergy FE Stock Holding History

Symmetry Investments’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
2023 Q4	–	Sell	-8,910	Closed	-$305K	–	213
2023 Q3	$305K	Buy	+8,910	New	+$331K	0.06%	133

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symmetry Investments's FE Position: Q4 2023 in Review

Symmetry Investments sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 8,910 shares — an estimated $305K sold.

Symmetry Investments first reported a position in FE in Q3 2023 and held it in 1 quarter. The position peaked at $305K in Q3 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

Symmetry Investments reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
Symmetry Investments sold 8,910 FirstEnergy shares in Q4 2023, an estimated $305K.
Symmetry Investments first reported a position in FirstEnergy in Q3 2023 and held it in 1 quarter.
Symmetry Investments's FirstEnergy position peaked at $305K in Q3 2023.
690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Symmetry Investments's 13F filing for Q4 2023, filed 14 Feb 2024.