Adams Chetwood Wealth Management’s Dominion Energy D Stock Holding History

Adams Chetwood Wealth Management’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 Q1	–	Sell	-3,679	Closed	-$277K	–	75
2020 Q4	$277K	Hold	3,679	–	–	0.23%	67
2020 Q3	$290K	Sell	3,679 -2,763	-43%	-$217K	0.28%	61
2020 Q2	$523K	Hold	6,442	–	–	0.53%	41
2020 Q1	$505K	Buy	6,442 +63	+1%	+$5.14K	0.59%	40
2019 Q4	$528K	Buy	+6,379	New	+$521K	0.54%	36

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Adams Chetwood Wealth Management's D Position: Q1 2021 in Review

Adams Chetwood Wealth Management sold out of Dominion Energy (D) in Q1 2021, closing a stake of 3,679 shares — an estimated $277K sold.

Adams Chetwood Wealth Management first reported a position in D in Q4 2019 and held it in 5 quarters. The position peaked at $528K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Adams Chetwood Wealth Management reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 3,679 Dominion Energy shares in Q1 2021, an estimated $277K.
Adams Chetwood Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 5 quarters.
Adams Chetwood Wealth Management's Dominion Energy position peaked at $528K in Q4 2019.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2021, filed 28 May 2021.