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Vanguard Capital Wealth Advisors’s FirstEnergy FE Stock Holding History

Vanguard Capital 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
2022
Q1 		– Sell
-5,900
Closed -$245K – 157
2021
Q4 		$245K Sell
5,900
-2,500
-30% -$96.4K 0.18% 112
2021
Q3 		$299 Sell
8,400
-3,000
-26% -$114K 0.2% 97
2021
Q2 		$424K Sell
11,400
-3,200
-22% -$119K 0.32% 83
2021
Q1 		$511K Buy
+14,600
New +$477K 0.44% 58

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

Vanguard Capital Wealth Advisors's FE Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 5,900 shares — an estimated $245K sold.

Vanguard Capital Wealth Advisors first reported a position in FE in Q1 2021 and held it in 4 quarters. The position peaked at $511K in Q1 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • Vanguard Capital Wealth Advisors reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 5,900 FirstEnergy shares in Q1 2022, an estimated $245K.
  • Vanguard Capital Wealth Advisors first reported a position in FirstEnergy in Q1 2021 and held it in 4 quarters.
  • Vanguard Capital Wealth Advisors's FirstEnergy position peaked at $511K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.