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Aurora Private Wealth’s Dominion Energy D Stock Holding History

Aurora Private Wealth’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
Q3 		– Sell
-2,661
Closed -$216K – 199
2020
Q2 		$216K Sell
2,661
-654
-20% -$52.5K 0.1% 153
2020
Q1 		$239K Buy
+3,315
New +$271K 0.08% 192

Other funds holding D

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aurora Private Wealth's D Position: Q3 2020 in Review

Aurora Private Wealth sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,661 shares — an estimated $216K sold.

Aurora Private Wealth first reported a position in D in Q1 2020 and held it in 2 quarters. The position peaked at $239K in Q1 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Aurora Private Wealth reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 2,661 Dominion Energy shares in Q3 2020, an estimated $216K.
  • Aurora Private Wealth first reported a position in Dominion Energy in Q1 2020 and held it in 2 quarters.
  • Aurora Private Wealth's Dominion Energy position peaked at $239K in Q1 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Aurora Private Wealth's 13F filing for Q3 2020, filed 26 Oct 2020.