Wealthcare Advisory Partners’s FirstEnergy FE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-4	Closed	–	–	970
2021 Q1	$0	Buy	+4	New	+$131	﹤0.01%	2074
2020 Q2	–	Sell	-146	Closed	-$6K	–	661
2020 Q1	$6K	Hold	146	–	–	﹤0.01%	1048
2019 Q4	$7K	Hold	146	–	–	﹤0.01%	1030
2019 Q3	$7K	Hold	146	–	–	﹤0.01%	996
2019 Q2	$6K	Hold	146	–	–	﹤0.01%	1018
2019 Q1	$6K	Hold	146	–	–	﹤0.01%	923
2018 Q4	$5K	Hold	146	–	–	﹤0.01%	929
2018 Q3	$5K	Hold	146	–	–	﹤0.01%	983
2018 Q2	$5K	Hold	146	–	–	﹤0.01%	974
2018 Q1	$5K	Hold	146	–	–	﹤0.01%	825
2017 Q4	$4K	Hold	146	–	–	﹤0.01%	818
2017 Q3	$5K	Buy	+146	New	+$4.6K	﹤0.01%	638

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthcare Advisory Partners's FE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 4 shares.

Wealthcare Advisory Partners first reported a position in FE in Q3 2017 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 622 funds tracked by Wall St. Rank hold FE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4 FirstEnergy shares in Q2 2021.
Wealthcare Advisory Partners first reported a position in FirstEnergy in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's FirstEnergy position peaked at $7K in Q4 2019.
622 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.