FourThought Financial’s Dominion Energy D Stock Holding History

FourThought Financial’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
2022 Q3	$349K	Sell	5,045 -215	-4%	-$17.4K	0.05%	228
2022 Q2	$420K	Buy	5,260 +129	+3%	+$10.7K	0.06%	204
2022 Q1	$434K	Sell	5,131 -17	-0.3%	-$1.36K	0.05%	217
2021 Q4	$404K	Sell	5,148 -61	-1%	-$4.59K	0.05%	232
2021 Q3	$380K	Buy	5,209 +616	+13%	+$47K	0.05%	243
2021 Q2	$337K	Sell	4,593 -156	-3%	-$12K	0.05%	266
2021 Q1	$360K	Buy	4,749 +487	+11%	+$35.4K	0.05%	255
2020 Q4	$320K	Buy	+4,262	New	+$339K	0.05%	269

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's D Position: Q3 2022 in Review

FourThought Financial reduced its Dominion Energy (D) stake by 4.1% in Q3 2022, selling an estimated $17.4K and leaving 5,045 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #228.

FourThought Financial first reported a position in D in Q4 2020 and has held it in 8 quarters since. The position peaked at $434K in Q1 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

FourThought Financial held 5,045 shares of Dominion Energy worth $349K as of Q3 2022.
FourThought Financial sold 215 Dominion Energy shares in Q3 2022, an estimated $17.4K.
Dominion Energy made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #228 holding.
FourThought Financial first reported a position in Dominion Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Dominion Energy position peaked at $434K in Q1 2022.
1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.