Tilia Fiduciary Partners’s FirstEnergy FE Stock Holding History

Tilia Fiduciary Partners’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	-3,434	Closed	-$134K	–	223
2023 Q2	$134K	Sell	3,434 -366	-10%	-$14.4K	0.12%	111
2023 Q1	$152K	Sell	3,800 -395	-9%	-$16K	0.15%	106
2022 Q4	$176K	Hold	4,195	–	–	0.17%	103
2022 Q3	$154K	Hold	4,195	–	–	0.16%	101
2022 Q2	$157K	Hold	4,195	–	–	0.15%	107
2022 Q1	$192K	Hold	4,195	–	–	0.16%	102
2021 Q4	$174K	Buy	+4,195	New	+$162K	0.14%	111

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tilia Fiduciary Partners's FE Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 3,434 shares — an estimated $134K sold.

Tilia Fiduciary Partners first reported a position in FE in Q4 2021 and held it in 7 quarters. The position peaked at $192K in Q1 2022. 664 funds tracked by Wall St. Rank hold FE as of Q3 2023.

Tilia Fiduciary Partners reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 3,434 FirstEnergy shares in Q3 2023, an estimated $134K.
Tilia Fiduciary Partners first reported a position in FirstEnergy in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's FirstEnergy position peaked at $192K in Q1 2022.
664 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.