Tradition Wealth Management’s FirstEnergy FE Stock Holding History

Tradition 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
2024 Q1	–	Sell	-114	Closed	-$4K	–	653
2023 Q4	$4K	Sell	114 -3	-3%	-$109	﹤0.01%	1177
2023 Q3	$4K	Buy	117 +1	+0.9%	+$37	﹤0.01%	1229
2023 Q2	$5K	Buy	116 +6	+5%	+$235	﹤0.01%	1204
2023 Q1	$4K	Buy	110 +1	+0.9%	+$40	﹤0.01%	1203
2022 Q4	$5K	Hold	109	–	–	﹤0.01%	1039
2022 Q3	$4K	Hold	109	–	–	﹤0.01%	1106
2022 Q2	$4K	Hold	109	–	–	﹤0.01%	995
2022 Q1	$5K	Hold	109	–	–	﹤0.01%	1030
2021 Q4	$5K	Hold	109	–	–	﹤0.01%	1048
2021 Q3	$4K	Hold	109	–	–	﹤0.01%	1069
2021 Q2	$4K	Buy	+109	New	+$4.05K	﹤0.01%	1092
2021 Q1	–	Sell	-109	Closed	-$3K	–	868
2020 Q4	$3K	Buy	+109	New	+$3.27K	﹤0.01%	894

Other funds holding FE

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradition Wealth Management's FE Position: Q1 2024 in Review

Tradition Wealth Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 114 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in FE in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q2 2023. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

Tradition Wealth Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 114 FirstEnergy shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in FirstEnergy in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's FirstEnergy position peaked at $5K in Q2 2023.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.