Harvest Group Wealth Management’s Dominion Energy D Stock Holding History

Harvest Group Wealth Management’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	-560	Closed	-$42K	–	192
2020 Q4	$42K	Hold	560	–	–	0.03%	112
2020 Q3	$44K	Hold	560	–	–	0.03%	101
2020 Q2	$45K	Hold	560	–	–	0.04%	87
2020 Q1	$40K	Hold	560	–	–	0.04%	85
2019 Q4	$46K	Hold	560	–	–	0.04%	82
2019 Q3	$45K	Hold	560	–	–	0.06%	81
2019 Q2	$43K	Hold	560	–	–	0.06%	77
2019 Q1	$43K	Buy	+560	New	+$40.9K	0.04%	98

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Harvest Group Wealth Management's D Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Dominion Energy (D) in Q1 2021, closing a stake of 560 shares — an estimated $42K sold.

Harvest Group Wealth Management first reported a position in D in Q1 2019 and held it in 8 quarters. The position peaked at $46K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Harvest Group Wealth Management reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 560 Dominion Energy shares in Q1 2021, an estimated $42K.
Harvest Group Wealth Management first reported a position in Dominion Energy in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Dominion Energy position peaked at $46K in Q4 2019.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.