AJ
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Ashburton (Jersey)’s Dominion Energy D Stock Holding History

Ashburton (Jersey)’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
Q2 		– Sell
-166
Closed -$13K – 49
2021
Q1 		$13K Hold
166
– – 0.01% 50
2020
Q4 		$12K Hold
166
– – 0.01% 58
2020
Q3 		$13K Hold
166
– – 0.01% 54
2020
Q2 		$13K Sell
166
-1,009
-86% -$80.9K 0.01% 54
2020
Q1 		$85K Hold
1,175
– – 0.04% 39
2019
Q4 		$97K Sell
1,175
-45
-4% -$3.68K 0.04% 42
2019
Q3 		$99K Hold
1,220
– – 0.05% 42
2019
Q2 		$94K Buy
+1,220
New +$93K 0.04% 44

Other funds holding D

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return