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Alliance Wealth Advisors (Utah)’s Dominion Energy D Stock Holding History

Alliance Wealth Advisors (Utah)’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
2023
Q2 		– Sell
-4,197
Closed -$235K – 223
2023
Q1 		$235K Buy
+4,197
New +$246K 0.09% 203

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Massachusetts Financial Services
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s D Position: Q2 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Dominion Energy (D) in Q2 2023, closing a stake of 4,197 shares — an estimated $235K sold.

Alliance Wealth Advisors (Utah) first reported a position in D in Q1 2023 and held it in 1 quarter. The position peaked at $235K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,197 Dominion Energy shares in Q2 2023, an estimated $235K.
  • Alliance Wealth Advisors (Utah) first reported a position in Dominion Energy in Q1 2023 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s Dominion Energy position peaked at $235K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2023, filed 11 Aug 2023.