CWP
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CFM Wealth Partners’s Dominion Energy D Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-1,226
Closed -$99K – 232
2020
Q2 		$99K Hold
1,226
– – 0.04% 197
2020
Q1 		$89K Buy
1,226
+58
+5% +$4.74K 0.04% 208
2019
Q4 		$98K Buy
+1,168
New +$95.4K 0.04% 208

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Capital Research Global Investors
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFM Wealth Partners's D Position: Q3 2020 in Review

CFM Wealth Partners sold out of Dominion Energy (D) in Q3 2020, closing a stake of 1,226 shares — an estimated $99K sold.

CFM Wealth Partners first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $99K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • CFM Wealth Partners reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,226 Dominion Energy shares in Q3 2020, an estimated $99K.
  • CFM Wealth Partners first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Dominion Energy position peaked at $99K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.