CMA
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Cedar Mountain Advisors’s Dominion Energy D Stock Holding History

Cedar Mountain 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
2023
Q1 		– Sell
-83
Closed -$5.09K – 306
2022
Q4 		$5.09K Hold
83
– – ﹤0.01% 205
2022
Q3 		$6K Hold
83
– – ﹤0.01% 196
2022
Q2 		$7K Hold
83
– – ﹤0.01% 189
2022
Q1 		$7K Hold
83
– – ﹤0.01% 211
2021
Q4 		$7K Hold
83
– – ﹤0.01% 209
2021
Q3 		$6K Buy
+83
New +$6.33K ﹤0.01% 218

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cedar Mountain Advisors's D Position: Q1 2023 in Review

Cedar Mountain Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 83 shares — an estimated $5.09K sold.

Cedar Mountain Advisors first reported a position in D in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Cedar Mountain Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Cedar Mountain Advisors sold 83 Dominion Energy shares in Q1 2023, an estimated $5.09K.
  • Cedar Mountain Advisors first reported a position in Dominion Energy in Q3 2021 and held it in 6 quarters.
  • Cedar Mountain Advisors's Dominion Energy position peaked at $7K in Q2 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Cedar Mountain Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.