Acorn Wealth Advisors’s Dominion Energy D Stock Holding History

Acorn Wealth Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7,875	Closed	-$598K	–	169
2021 Q1	$598K	Hold	7,875	–	–	0.43%	59
2020 Q4	$592K	Buy	+7,875	New	+$626K	0.47%	51
2018 Q2	–	Sell	-124	Closed	-$8K	–	585
2018 Q1	$8K	Buy	124 +1	+0.8%	+$74	0.01%	543
2017 Q4	$10K	Buy	+123	New	+$9.96K	0.01%	483

Other funds holding D

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Acorn Wealth Advisors's D Position: Q2 2021 in Review

Acorn Wealth Advisors sold out of Dominion Energy (D) in Q2 2021, closing a stake of 7,875 shares — an estimated $598K sold.

Acorn Wealth Advisors first reported a position in D in Q4 2017 and held it in 4 quarters. The position peaked at $598K in Q1 2021. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

Acorn Wealth Advisors reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 7,875 Dominion Energy shares in Q2 2021, an estimated $598K.
Acorn Wealth Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's Dominion Energy position peaked at $598K in Q1 2021.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Acorn Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.