AWM
D icon

Avitas Wealth Management’s Dominion Energy D Stock Holding History

Avitas 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
Q4 		– Sell
-38,906
Closed -$2.69M – 189
2022
Q3 		$2.69M Buy
+38,906
New +$3.14M 0.62% 49

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avitas Wealth Management's D Position: Q4 2022 in Review

Avitas Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 38,906 shares — an estimated $2.69M sold.

Avitas Wealth Management first reported a position in D in Q3 2022 and held it in 1 quarter. The position peaked at $2.69M in Q3 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Avitas Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 38,906 Dominion Energy shares in Q4 2022, an estimated $2.69M.
  • Avitas Wealth Management first reported a position in Dominion Energy in Q3 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Dominion Energy position peaked at $2.69M in Q3 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.