Atlas Private Wealth Management’s Dominion Energy D Stock Holding History

Atlas Private 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 Q2	–	Sell	-2,359	Closed	-$200K	–	116
2022 Q1	$200K	Buy	+2,359	New	+$189K	0.12%	122
2021 Q2	–	Sell	-286	Closed	-$22K	–	168
2021 Q1	$22K	Buy	286 +48	+20%	+$3.49K	0.01%	250
2020 Q4	$18K	Sell	238 -100	-30%	-$7.95K	0.01%	267
2020 Q3	$27K	Hold	338	–	–	0.02%	226
2020 Q2	$27K	Hold	338	–	–	0.02%	238
2020 Q1	$24K	Sell	338 -98	-22%	-$8K	0.02%	232
2019 Q4	$36K	Buy	+436	New	+$35.6K	0.03%	225

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's D Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,359 shares — an estimated $200K sold.

Atlas Private Wealth Management first reported a position in D in Q4 2019 and held it in 7 quarters. The position peaked at $200K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Atlas Private Wealth Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 2,359 Dominion Energy shares in Q2 2022, an estimated $200K.
Atlas Private Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 7 quarters.
Atlas Private Wealth Management's Dominion Energy position peaked at $200K in Q1 2022.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.