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Ten Capital Wealth Advisors’s FirstEnergy FE Stock Holding History

Ten Capital Wealth Advisors’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
2021
Q3 		– Sell
-19
Closed -$1K – 451
2021
Q2 		$1K Hold
19
– – ﹤0.01% 437
2021
Q1 		$0 Hold
19
– – ﹤0.01% 365
2020
Q4 		$1K Buy
+19
New +$569 ﹤0.01% 346

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's FE Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of FirstEnergy (FE) in Q3 2021, closing a stake of 19 shares — an estimated $1K sold.

Ten Capital Wealth Advisors first reported a position in FE in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 639 funds tracked by Wall St. Rank hold FE as of Q3 2021.

  • Ten Capital Wealth Advisors reported no remaining FirstEnergy position as of Q3 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 19 FirstEnergy shares in Q3 2021, an estimated $1K.
  • Ten Capital Wealth Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's FirstEnergy position peaked at $1K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.