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Foster Victor Wealth Advisors’s Dominion Energy D Stock Holding History

Foster Victor 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
2023
Q1 		– Sell
-82,446
Closed -$5.1M – 163
2022
Q4 		$5.1M Buy
82,446
+22,699
+38% +$1.43M 0.65% 58
2022
Q3 		$3.94M Buy
59,747
+4,663
+8% +$376K 0.57% 62
2022
Q2 		$4.41M Buy
55,084
+4,012
+8% +$331K 0.66% 58
2022
Q1 		$4.49M Buy
51,072
+6,809
+15% +$547K 0.61% 59
2021
Q4 		$3.51M Buy
44,263
+3,881
+10% +$292K 0.48% 67
2021
Q3 		$2.95M Buy
40,382
+2,451
+6% +$187K 0.47% 66
2021
Q2 		$2.79M Buy
37,931
+4,292
+13% +$331K 0.47% 66
2021
Q1 		$2.61M Buy
33,639
+7,614
+29% +$553K 0.48% 60
2020
Q4 		$1.96M Buy
26,025
+3,257
+14% +$259K 0.45% 53
2020
Q3 		$1.8M Buy
22,768
+1,690
+8% +$133K 0.49% 51
2020
Q2 		$1.71M Buy
21,078
+4,259
+25% +$342K 0.57% 45
2020
Q1 		$1.29M Sell
16,819
-179
-1% -$14.6K 0.57% 50
2019
Q4 		$1.39M Buy
16,998
+3,285
+24% +$268K 0.6% 47
2019
Q3 		$1.11M Buy
13,713
+5,254
+62% +$406K 0.62% 42
2019
Q2 		$661K Sell
8,459
-4,610
-35% -$351K 0.49% 44
2019
Q1 		$1M Buy
13,069
+1,464
+13% +$107K 0.78% 18
2018
Q4 		$829K Buy
+11,605
New +$848K 0.78% 15

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Foster Victor Wealth Advisors's D Position: Q1 2023 in Review

Foster Victor Wealth Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 82,446 shares — an estimated $5.1M sold.

Foster Victor Wealth Advisors first reported a position in D in Q4 2018 and held it in 17 quarters. The position peaked at $5.1M in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Foster Victor Wealth Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 82,446 Dominion Energy shares in Q1 2023, an estimated $5.1M.
  • Foster Victor Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 17 quarters.
  • Foster Victor Wealth Advisors's Dominion Energy position peaked at $5.1M in Q4 2022.
  • 1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.