AWA
D icon

ARS Wealth Advisors’s Dominion Energy D Stock Holding History

ARS Wealth Advisors’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
2020
Q4 		– Sell
-2,655
Closed -$210K – 122
2020
Q3 		$210K Buy
2,655
+1
+0% +$79 0.06% 102
2020
Q2 		$215K Buy
+2,654
New +$213K 0.07% 92
2020
Q1 		– Sell
-3,240
Closed -$268K – 95
2019
Q4 		$268K Buy
3,240
+351
+12% +$28.7K 0.08% 96
2019
Q3 		$234K Buy
2,889
+123
+4% +$9.51K 0.07% 96
2019
Q2 		$214K Buy
+2,766
New +$211K 0.07% 107

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Wealth Advisors's D Position: Q4 2020 in Review

ARS Wealth Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,655 shares — an estimated $210K sold.

ARS Wealth Advisors first reported a position in D in Q2 2019 and held it in 5 quarters. The position peaked at $268K in Q4 2019. 1,471 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • ARS Wealth Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,655 Dominion Energy shares in Q4 2020, an estimated $210K.
  • ARS Wealth Advisors first reported a position in Dominion Energy in Q2 2019 and held it in 5 quarters.
  • ARS Wealth Advisors's Dominion Energy position peaked at $268K in Q4 2019.
  • 1,471 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on ARS Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.