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Weaver Consulting Group’s FirstEnergy FE Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-863
Closed -$25K – 397
2020
Q3 		$25K Hold
863
– – 0.01% 375
2020
Q2 		$34K Hold
863
– – 0.02% 306
2020
Q1 		$35K Buy
863
+275
+47% +$12.8K 0.02% 262
2019
Q4 		$28K Buy
588
+185
+46% +$8.84K 0.02% 316
2019
Q3 		$18K Hold
403
– – 0.01% 366
2019
Q2 		$17K Hold
403
– – 0.01% 360
2019
Q1 		$17K Buy
+403
New +$16K ﹤0.01% 781

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Weaver Consulting Group's FE Position: Q4 2020 in Review

Weaver Consulting Group sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 863 shares — an estimated $25K sold.

Weaver Consulting Group first reported a position in FE in Q1 2019 and held it in 7 quarters. The position peaked at $35K in Q1 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Weaver Consulting Group reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 863 FirstEnergy shares in Q4 2020, an estimated $25K.
  • Weaver Consulting Group first reported a position in FirstEnergy in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's FirstEnergy position peaked at $35K in Q1 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.