Almanack Investment Partners’s Dominion Energy D Stock Holding History

Almanack Investment Partners’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
2022 Q4	–	Sell	-2,259	Closed	-$156K	–	398
2022 Q3	$156K	Sell	2,259 -579	-20%	-$46.7K	0.03%	156
2022 Q2	$227K	Buy	2,838 +131	+5%	+$10.8K	0.02%	382
2022 Q1	$230K	Sell	2,707 -109	-4%	-$8.75K	0.02%	419
2021 Q4	$221K	Sell	2,816 -4,184	-60%	-$315K	0.02%	450
2021 Q3	$511K	Buy	7,000 +140	+2%	+$10.7K	0.05%	255
2021 Q2	$505K	Buy	6,860 +3	+0%	+$232	0.05%	222
2021 Q1	$521K	Sell	6,857 -4	-0.1%	-$291	0.05%	223
2020 Q4	$516K	Sell	6,861 -351	-5%	-$27.9K	0.06%	203
2020 Q3	$619K	Buy	+7,212	New	+$567K	0.08%	168

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Almanack Investment Partners's D Position: Q4 2022 in Review

Almanack Investment Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 2,259 shares — an estimated $156K sold.

Almanack Investment Partners first reported a position in D in Q3 2020 and held it in 9 quarters. The position peaked at $619K in Q3 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Almanack Investment Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 2,259 Dominion Energy shares in Q4 2022, an estimated $156K.
Almanack Investment Partners first reported a position in Dominion Energy in Q3 2020 and held it in 9 quarters.
Almanack Investment Partners's Dominion Energy position peaked at $619K in Q3 2020.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.