Altus Wealth Group’s Dominion Energy D Stock Holding History

Altus Wealth Group’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	-480	Closed	-$36K	–	309
2020 Q4	$36K	Buy	+480	New	+$38.1K	0.03%	262

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

Altus Wealth Group's D Position: Q1 2021 in Review

Altus Wealth Group sold out of Dominion Energy (D) in Q1 2021, closing a stake of 480 shares — an estimated $36K sold.

Altus Wealth Group first reported a position in D in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

Altus Wealth Group reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 480 Dominion Energy shares in Q1 2021, an estimated $36K.
Altus Wealth Group first reported a position in Dominion Energy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Dominion Energy position peaked at $36K in Q4 2020.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.