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Total Clarity Wealth Management’s FirstEnergy FE Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-451
Closed -$17K – 463
2022
Q2 		$17K Buy
+451
New +$19.3K 0.01% 574
2022
Q1 		– Sell
-542
Closed -$23K – 434
2021
Q4 		$23K Hold
542
– – 0.01% 538
2021
Q3 		$19K Buy
+542
New +$20.6K 0.01% 568
2021
Q2 		– Sell
-3,354
Closed -$116K – 361
2021
Q1 		$116K Buy
+3,354
New +$110K 0.07% 227

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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Total Clarity Wealth Management's FE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 451 shares — an estimated $17K sold.

Total Clarity Wealth Management first reported a position in FE in Q1 2021 and held it in 4 quarters. The position peaked at $116K in Q1 2021. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 451 FirstEnergy shares in Q3 2022, an estimated $17K.
  • Total Clarity Wealth Management first reported a position in FirstEnergy in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's FirstEnergy position peaked at $116K in Q1 2021.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.