Cyndeo Wealth Partners’s Dominion Energy D Stock Holding History

Cyndeo 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
2023 Q1	–	Sell	-3,715	Closed	-$228K	–	324
2022 Q4	$228K	Buy	+3,715	New	+$233K	0.03%	282

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cyndeo Wealth Partners's D Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,715 shares — an estimated $228K sold.

Cyndeo Wealth Partners first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Cyndeo Wealth Partners reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 3,715 Dominion Energy shares in Q1 2023, an estimated $228K.
Cyndeo Wealth Partners first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Cyndeo Wealth Partners's Dominion Energy position peaked at $228K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.