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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aries Wealth Management's D Position: Q4 2022 in Review

Aries Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,233 shares — an estimated $226K sold.

Aries Wealth Management first reported a position in D in Q4 2017 and held it in 16 quarters. The position peaked at $261K in Q1 2021. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Aries Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Aries Wealth Management sold 3,233 Dominion Energy shares in Q4 2022, an estimated $226K.
Aries Wealth Management first reported a position in Dominion Energy in Q4 2017 and held it in 16 quarters.
Aries Wealth Management's Dominion Energy position peaked at $261K in Q1 2021.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Aries Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.