WealthShield Partners’s FirstEnergy FE Stock Holding History

WealthShield 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 Q3	–	Sell	-560	Closed	-$21K	–	400
2021 Q2	$21K	Hold	560	–	–	﹤0.01%	644
2021 Q1	$19K	Buy	+560	New	+$18.3K	﹤0.01%	671

Other funds holding FE

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthShield Partners's FE Position: Q3 2021 in Review

WealthShield Partners sold out of FirstEnergy (FE) in Q3 2021, closing a stake of 560 shares — an estimated $21K sold.

WealthShield Partners first reported a position in FE in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 639 funds tracked by Wall St. Rank hold FE as of Q3 2021.

WealthShield Partners reported no remaining FirstEnergy position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 560 FirstEnergy shares in Q3 2021, an estimated $21K.
WealthShield Partners first reported a position in FirstEnergy in Q1 2021 and held it in 2 quarters.
WealthShield Partners's FirstEnergy position peaked at $21K in Q2 2021.
639 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.