THWM
FE icon

Taylor Hoffman Wealth Management’s FirstEnergy FE Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-1,240
Closed -$48K – 201
2020
Q2 		$48K Buy
+1,240
New +$51.3K 0.03% 199
2020
Q1 		– Sell
-1,240
Closed -$60K – 203
2019
Q4 		$60K Hold
1,240
– – 0.04% 198
2019
Q3 		$60K Hold
1,240
– – 0.04% 191
2019
Q2 		$53K Hold
1,240
– – 0.04% 187
2019
Q1 		$52K Hold
1,240
– – 0.04% 192
2018
Q4 		$47K Hold
1,240
– – 0.04% 183
2018
Q3 		$46K Hold
1,240
– – 0.04% 190
2018
Q2 		$45K Sell
1,240
-333
-21% -$11.4K 0.04% 184
2018
Q1 		$53K Sell
1,573
-233
-13% -$7.48K 0.05% 180
2017
Q4 		$55K Buy
+1,806
New +$58.7K 0.05% 180

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return