Avantax Planning Partners’s Dominion Energy D Stock Holding History

Avantax Planning Partners’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	-3,076	Closed	-$231K	–	318
2020 Q4	$231K	Sell	3,076 -143	-4%	-$11.4K	0.01%	257
2020 Q3	$254K	Buy	3,219 +84	+3%	+$6.6K	0.01%	250
2020 Q2	$254K	Sell	3,135 -308	-9%	-$24.7K	0.01%	232
2020 Q1	$249K	Buy	+3,443	New	+$281K	0.02%	227
2018 Q4	–	Sell	-1,362	Closed	-$96K	–	483
2018 Q3	$96K	Buy	+1,362	New	+$96.4K	0.01%	354
2018 Q2	–	Sell	-1,801	Closed	-$121K	–	510
2018 Q1	$121K	Buy	+1,801	New	+$133K	0.01%	376
2017 Q4	–	Sell	-2,777	Closed	-$214K	–	323
2017 Q3	$214K	Buy	+2,777	New	+$216K	0.02%	349

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's D Position: Q1 2021 in Review

Avantax Planning Partners sold out of Dominion Energy (D) in Q1 2021, closing a stake of 3,076 shares — an estimated $231K sold.

Avantax Planning Partners first reported a position in D in Q3 2017 and held it in 7 quarters. The position peaked at $254K in Q3 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Avantax Planning Partners reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Avantax Planning Partners sold 3,076 Dominion Energy shares in Q1 2021, an estimated $231K.
Avantax Planning Partners first reported a position in Dominion Energy in Q3 2017 and held it in 7 quarters.
Avantax Planning Partners's Dominion Energy position peaked at $254K in Q3 2020.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Avantax Planning Partners's 13F filing for Q1 2021, filed 6 May 2021.