AWM
D icon

Aries Wealth Management’s Dominion Energy D Stock Holding History

Aries 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
2022
Q4 		– Sell
-3,233
Closed -$226K – 191
2022
Q3 		$226K Hold
3,233
– – 0.1% 164
2022
Q2 		$258K Buy
+3,233
New +$267K 0.12% 140
2022
Q1 		– Sell
-3,233
Closed -$254K – 107
2021
Q4 		$254K Sell
3,233
-140
-4% -$10.5K 0.1% 158
2021
Q3 		$246K Hold
3,373
– – 0.1% 157
2021
Q2 		$248K Hold
3,373
– – 0.11% 153
2021
Q1 		$261K Buy
3,373
+584
+21% +$42.4K 0.12% 146
2020
Q4 		$204K Hold
2,789
– – 0.1% 154
2020
Q3 		$220K Hold
2,789
– – 0.12% 131
2020
Q2 		$226K Buy
+2,789
New +$224K 0.14% 125
2020
Q1 		– Sell
-2,789
Closed -$230K – 135
2019
Q4 		$230K Hold
2,789
– – 0.14% 135
2019
Q3 		$228K Hold
2,789
– – 0.15% 130
2019
Q2 		$217K Sell
2,789
-15
-0.5% -$1.14K 0.15% 138
2019
Q1 		$215K Hold
2,804
– – 0.16% 134
2018
Q4 		$200K Buy
+2,804
New +$205K 0.21% 106
2018
Q3 		– Sell
-2,804
Closed -$201K – 138
2018
Q2 		$201K Buy
+2,804
New +$183K 0.19% 126
2018
Q1 		– Sell
-2,804
Closed -$210K – 129
2017
Q4 		$210K Buy
+2,804
New +$227K 0.19% 118

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return