EAMA
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EFG Asset Management (Americas)’s Dominion Energy D Stock Holding History

EFG Asset Management (Americas)’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
2021
Q1 		– Sell
-15,250
Closed -$1.15M – 142
2020
Q4 		$1.15M Buy
15,250
+136
+0.9% +$10.8K 0.23% 89
2020
Q3 		$1.19M Buy
+15,114
New +$1.19M 0.27% 85

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFG Asset Management (Americas)'s D Position: Q1 2021 in Review

EFG Asset Management (Americas) sold out of Dominion Energy (D) in Q1 2021, closing a stake of 15,250 shares — an estimated $1.15M sold.

EFG Asset Management (Americas) first reported a position in D in Q3 2020 and held it in 2 quarters. The position peaked at $1.19M in Q3 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • EFG Asset Management (Americas) reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 15,250 Dominion Energy shares in Q1 2021, an estimated $1.15M.
  • EFG Asset Management (Americas) first reported a position in Dominion Energy in Q3 2020 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Dominion Energy position peaked at $1.19M in Q3 2020.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2021, filed 9 Apr 2021.