APC
D icon

Asset Planning Corporation’s Dominion Energy D Stock Holding History

Asset Planning Corporation’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
-573
Closed -$43K – 39
2020
Q4 		$43K Buy
+573
New +$45.5K 0.04% 52

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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Wellington Management Group
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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

Asset Planning Corporation's D Position: Q1 2021 in Review

Asset Planning Corporation sold out of Dominion Energy (D) in Q1 2021, closing a stake of 573 shares — an estimated $43K sold.

Asset Planning Corporation first reported a position in D in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • Asset Planning Corporation reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 573 Dominion Energy shares in Q1 2021, an estimated $43K.
  • Asset Planning Corporation first reported a position in Dominion Energy in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Dominion Energy position peaked at $43K in Q4 2020.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.