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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Taylor Hoffman Wealth Management's FE Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 1,240 shares — an estimated $48K sold.

Taylor Hoffman Wealth Management first reported a position in FE in Q4 2017 and held it in 10 quarters. The position peaked at $60K in Q4 2019. 611 funds tracked by Wall St. Rank hold FE as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,240 FirstEnergy shares in Q3 2020, an estimated $48K.
Taylor Hoffman Wealth Management first reported a position in FirstEnergy in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's FirstEnergy position peaked at $60K in Q4 2019.
611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.