Symmetry Partners’s FirstEnergy FE Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-6,498	Closed	-$249K	–	245
2024 Q2	$249K	Hold	6,498	–	–	0.01%	451
2024 Q1	$251K	Hold	6,498	–	–	0.02%	475
2023 Q4	$238K	Sell	6,498 -1,689	-21%	-$61.1K	0.01%	453
2023 Q3	$280K	Hold	8,187	–	–	0.02%	443
2023 Q2	$318K	Hold	8,187	–	–	0.02%	444
2023 Q1	$328K	Hold	8,187	–	–	0.02%	433
2022 Q4	$343K	Hold	8,187	–	–	0.02%	434
2022 Q3	$303K	Hold	8,187	–	–	0.02%	445
2022 Q2	$314K	Hold	8,187	–	–	0.02%	453
2022 Q1	$375K	Hold	8,187	–	–	0.02%	453
2021 Q4	$340K	Hold	8,187	–	–	0.02%	504
2021 Q3	$297K	Hold	8,187	–	–	0.02%	554
2021 Q2	$305K	Hold	8,187	–	–	0.02%	562
2021 Q1	$284K	Hold	8,187	–	–	0.02%	570
2020 Q4	$251K	Sell	8,187 -15	-0.2%	-$450	0.02%	553
2020 Q3	$235K	Buy	+8,202	New	+$257K	0.02%	537

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Symmetry Partners's FE Position: Q3 2024 in Review

Symmetry Partners sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 6,498 shares — an estimated $249K sold.

Symmetry Partners first reported a position in FE in Q3 2020 and held it in 16 quarters. The position peaked at $375K in Q1 2022. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Symmetry Partners reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 6,498 FirstEnergy shares in Q3 2024, an estimated $249K.
Symmetry Partners first reported a position in FirstEnergy in Q3 2020 and held it in 16 quarters.
Symmetry Partners's FirstEnergy position peaked at $375K in Q1 2022.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.