TRUE Private Wealth Advisors’s FirstEnergy FE Stock Holding History

TRUE Private 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 Q1	–	Sell	-1,098	Closed	-$33K	–	402
2020 Q4	$33K	Hold	1,098	–	–	0.01%	396
2020 Q3	$31K	Hold	1,098	–	–	0.01%	381
2020 Q2	$42K	Hold	1,098	–	–	0.01%	332
2020 Q1	$44K	Hold	1,098	–	–	0.01%	298
2019 Q4	$53K	Buy	+1,098	New	+$52.5K	0.01%	360
2019 Q3	–	Sell	-1,098	Closed	-$47K	–	397
2019 Q2	$47K	Buy	+1,098	New	+$46.1K	0.01%	352
2018 Q4	–	Sell	-1,098	Closed	-$40.8K	–	481
2018 Q3	$40.8K	Buy	+1,098	New	+$40.1K	0.01%	486

Other funds holding FE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's FE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 1,098 shares — an estimated $33K sold.

TRUE Private Wealth Advisors first reported a position in FE in Q3 2018 and held it in 7 quarters. The position peaked at $53K in Q4 2019. 632 funds tracked by Wall St. Rank hold FE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,098 FirstEnergy shares in Q1 2021, an estimated $33K.
TRUE Private Wealth Advisors first reported a position in FirstEnergy in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's FirstEnergy position peaked at $53K in Q4 2019.
632 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.