Beacon Pointe Wealth Advisors’s Dominion Energy D Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$495K	Buy	+5,986	New	+$489K	0.09%	161

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Beacon Pointe Wealth Advisors's D Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Dominion Energy (D) in Q4 2019: 5,986 shares worth $495K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings.

1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,986 shares of Dominion Energy worth $495K as of Q4 2019.
Dominion Energy was a new Beacon Pointe Wealth Advisors position in Q4 2019.
Dominion Energy made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #161 holding.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.