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TD Ameritrade Investment Management’s FirstEnergy FE Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-26
Closed -$1K – 164
2023
Q2 		$1K Buy
+26
New +$1.02K ﹤0.01% 505
2022
Q4 		– Sell
-369
Closed -$14K – 600
2022
Q3 		$14K Buy
+369
New +$14.6K ﹤0.01% 355
2021
Q4 		– Sell
-50
Closed -$1K – 650
2021
Q3 		$1K Buy
+50
New +$1.9K ﹤0.01% 613
2021
Q2 		– Sell
-1
Closed – – 647
2021
Q1 		$0 Hold
1
– – ﹤0.01% 626
2020
Q4 		$0 Sell
1
-49
-98% -$1.47K ﹤0.01% 642
2020
Q3 		$1K Sell
50
-17,514
-100% -$549K ﹤0.01% 613
2020
Q2 		$681K Sell
17,564
-3,273
-16% -$135K 0.01% 139
2020
Q1 		$835K Sell
20,837
-2,193
-10% -$102K 0.01% 124
2019
Q4 		$1.12M Buy
23,030
+1,106
+5% +$52.9K 0.01% 123
2019
Q3 		$1.06M Buy
21,924
+2,279
+12% +$103K 0.01% 119
2019
Q2 		$841K Buy
19,645
+4,086
+26% +$172K 0.01% 123
2019
Q1 		$647K Buy
15,559
+3,944
+34% +$157K 0.01% 129
2018
Q4 		$436K Buy
11,615
+3,804
+49% +$144K ﹤0.01% 123
2018
Q3 		$290K Buy
7,811
+5,804
+289% +$212K ﹤0.01% 123
2018
Q2 		$72K Buy
+2,007
New +$68.7K ﹤0.01% 120

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Blackstone Inc
Blackstone Inc New York $25.6B 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's FE Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 26 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in FE in Q2 2018 and held it in 15 quarters. The position peaked at $1.12M in Q4 2019. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 26 FirstEnergy shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in FirstEnergy in Q2 2018 and held it in 15 quarters.
  • TD Ameritrade Investment Management's FirstEnergy position peaked at $1.12M in Q4 2019.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.