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Washington Trust Advisors’s FirstEnergy FE Stock Holding History

Washington Trust 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
Q4 		– Sell
-1,994
Closed -$74K – 819
2022
Q3 		$74K Hold
1,994
– – 0.01% 324
2022
Q2 		$77K Sell
1,994
-365
-15% -$15.6K 0.01% 337
2022
Q1 		$108K Sell
2,359
-535
-18% -$22.6K 0.01% 321
2021
Q4 		$120K Buy
+2,894
New +$112K 0.01% 330

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Washington Trust Advisors's FE Position: Q4 2022 in Review

Washington Trust Advisors sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 1,994 shares — an estimated $74K sold.

Washington Trust Advisors first reported a position in FE in Q4 2021 and held it in 4 quarters. The position peaked at $120K in Q4 2021. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Washington Trust Advisors reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 1,994 FirstEnergy shares in Q4 2022, an estimated $74K.
  • Washington Trust Advisors first reported a position in FirstEnergy in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's FirstEnergy position peaked at $120K in Q4 2021.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.