Evolution Wealth Advisors’s Dominion Energy D Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-73	Closed	-$5K	–	271
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	501
2021 Q2	$5K	Hold	73	–	–	﹤0.01%	504
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	498
2020 Q4	$5K	Sell	73 -2	-3%	-$159	﹤0.01%	441
2020 Q3	$6K	Hold	75	–	–	﹤0.01%	411
2020 Q2	$6K	Buy	+75	New	+$6.01K	﹤0.01%	338
2020 Q1	–	Sell	-104	Closed	-$9K	–	386
2019 Q4	$9K	Buy	+104	New	+$8.5K	﹤0.01%	313
2019 Q3	–	Sell	-75	Closed	-$6K	–	502
2019 Q2	$6K	Buy	+75	New	+$5.71K	﹤0.01%	234

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's D Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Dominion Energy (D) in Q4 2021, closing a stake of 73 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in D in Q2 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

Evolution Wealth Advisors reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 73 Dominion Energy shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in Dominion Energy in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Dominion Energy position peaked at $9K in Q4 2019.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.