HWA
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Hillcrest Wealth Advisors’s Dominion Energy D Stock Holding History

Hillcrest 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
2022
Q1 		– Sell
-2,754
Closed -$216K – 49
2021
Q4 		$216K Buy
+2,754
New +$207K 0.12% 51
2021
Q2 		– Sell
-3,099
Closed -$235K – 53
2021
Q1 		$235K Buy
+3,099
New +$225K 0.14% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillcrest Wealth Advisors's D Position: Q1 2022 in Review

Hillcrest Wealth Advisors sold out of Dominion Energy (D) in Q1 2022, closing a stake of 2,754 shares — an estimated $216K sold.

Hillcrest Wealth Advisors first reported a position in D in Q1 2021 and held it in 2 quarters. The position peaked at $235K in Q1 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Hillcrest Wealth Advisors reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 2,754 Dominion Energy shares in Q1 2022, an estimated $216K.
  • Hillcrest Wealth Advisors first reported a position in Dominion Energy in Q1 2021 and held it in 2 quarters.
  • Hillcrest Wealth Advisors's Dominion Energy position peaked at $235K in Q1 2021.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.