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Focus Financial Network’s Dominion Energy D Stock Holding History

Focus Financial Network’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
2019
Q4 		– Sell
-3,125
Closed -$253K – 406
2019
Q3 		$253K Sell
3,125
-259
-8% -$20K 0.04% 325
2019
Q2 		$262K Buy
3,384
+116
+4% +$8.84K 0.04% 313
2019
Q1 		$251K Buy
+3,268
New +$239K 0.04% 309

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Focus Financial Network's D Position: Q4 2019 in Review

Focus Financial Network sold out of Dominion Energy (D) in Q4 2019, closing a stake of 3,125 shares — an estimated $253K sold.

Focus Financial Network first reported a position in D in Q1 2019 and held it in 3 quarters. The position peaked at $262K in Q2 2019. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

  • Focus Financial Network reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
  • Focus Financial Network sold 3,125 Dominion Energy shares in Q4 2019, an estimated $253K.
  • Focus Financial Network first reported a position in Dominion Energy in Q1 2019 and held it in 3 quarters.
  • Focus Financial Network's Dominion Energy position peaked at $262K in Q2 2019.
  • 1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Focus Financial Network's 13F filing for Q4 2019, filed 24 Jul 2024.