BAC
D icon

Boys Arnold & Co’s Dominion Energy D Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-5,156
Closed -$372K – 48
2020
Q1 		$372K Buy
5,156
+258
+5% +$21.1K 0.07% 187
2019
Q4 		$406K Buy
4,898
+1,104
+29% +$90.2K 0.06% 223
2019
Q3 		$307K Sell
3,794
-300
-7% -$23.2K 0.05% 233
2019
Q2 		$317K Sell
4,094
-90
-2% -$6.86K 0.05% 234
2019
Q1 		$321K Buy
4,184
+972
+30% +$71K 0.05% 228
2018
Q4 		$235K Hold
3,212
– – 0.04% 243
2018
Q3 		$225K Hold
3,212
– – 0.03% 266
2018
Q2 		$219K Sell
3,212
-1,607
-33% -$105K 0.03% 261
2018
Q1 		$315K Buy
4,819
+40
+0.8% +$2.95K 0.05% 244
2017
Q4 		$387K Sell
4,779
-48
-1% -$3.89K 0.06% 229
2017
Q3 		$371K Buy
4,827
+303
+7% +$23.6K 0.06% 226
2017
Q2 		$347K Buy
4,524
+44
+1% +$3.46K 0.04% 228
2017
Q1 		$348K Buy
4,480
+427
+11% +$32.3K 0.05% 231
2016
Q4 		$310K Buy
4,053
+623
+18% +$45.9K 0.05% 231
2016
Q3 		$255K Buy
3,430
+190
+6% +$14.5K 0.04% 247
2016
Q2 		$252K Buy
+3,240
New +$235K 0.04% 244

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return