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Holistic Financial Partners’s Dominion Energy D Stock Holding History

Holistic Financial Partners’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
Q4 		– Sell
-3,404
Closed -$235K – 98
2022
Q3 		$235K Buy
3,404
+359
+12% +$29K 0.23% 73
2022
Q2 		$243K Buy
3,045
+402
+15% +$33.2K 0.23% 70
2022
Q1 		$225K Buy
+2,643
New +$212K 0.14% 95

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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
T. Rowe Price Associates
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's D Position: Q4 2022 in Review

Holistic Financial Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,404 shares — an estimated $235K sold.

Holistic Financial Partners first reported a position in D in Q1 2022 and held it in 3 quarters. The position peaked at $243K in Q2 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Holistic Financial Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 3,404 Dominion Energy shares in Q4 2022, an estimated $235K.
  • Holistic Financial Partners first reported a position in Dominion Energy in Q1 2022 and held it in 3 quarters.
  • Holistic Financial Partners's Dominion Energy position peaked at $243K in Q2 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Holistic Financial Partners's 13F filing for Q4 2022, filed 7 Feb 2023.