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Tiedemann Advisors’s FirstEnergy FE Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-90,026
Closed -$2.58M – 331
2020
Q3 		$2.58M Sell
90,026
-8,026
-8% -$252K 0.12% 108
2020
Q2 		$3.8M Buy
+98,052
New +$4.05M 0.2% 76
2017
Q3 		– Sell
-8,285
Closed -$242K – 383
2017
Q2 		$242K Buy
+8,285
New +$246K 0.02% 390

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tiedemann Advisors's FE Position: Q4 2020 in Review

Tiedemann Advisors sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 90,026 shares — an estimated $2.58M sold.

Tiedemann Advisors first reported a position in FE in Q2 2017 and held it in 3 quarters. The position peaked at $3.8M in Q2 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Tiedemann Advisors reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 90,026 FirstEnergy shares in Q4 2020, an estimated $2.58M.
  • Tiedemann Advisors first reported a position in FirstEnergy in Q2 2017 and held it in 3 quarters.
  • Tiedemann Advisors's FirstEnergy position peaked at $3.8M in Q2 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.