Valley Wealth Managers’s FirstEnergy FE Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-90	Closed	-$3.44K	–	419
2024 Q2	$3.44K	Buy	+90	New	+$3.49K	﹤0.01%	317

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Valley Wealth Managers's FE Position: Q3 2024 in Review

Valley Wealth Managers sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 90 shares — an estimated $3.44K sold.

Valley Wealth Managers first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $3.44K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Valley Wealth Managers reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
Valley Wealth Managers sold 90 FirstEnergy shares in Q3 2024, an estimated $3.44K.
Valley Wealth Managers first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
Valley Wealth Managers's FirstEnergy position peaked at $3.44K in Q2 2024.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.