IWP
D icon

Icon Wealth Partners’s Dominion Energy D Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-1,680
Closed -$129K – 301
2019
Q1 		$129K Buy
1,680
+188
+13% +$13.7K 0.05% 196
2018
Q4 		$107K Sell
1,492
-279
-16% -$20.4K 0.05% 205
2018
Q3 		$124K Sell
1,771
-668
-27% -$47.3K 0.05% 232
2018
Q2 		$166K Sell
2,439
-25
-1% -$1.63K 0.07% 176
2018
Q1 		$166K Buy
2,464
+25
+1% +$1.85K 0.09% 182
2017
Q4 		$198K Buy
+2,439
New +$198K 0.1% 175

Other funds holding D

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Partners's D Position: Q2 2019 in Review

Icon Wealth Partners sold out of Dominion Energy (D) in Q2 2019, closing a stake of 1,680 shares — an estimated $129K sold.

Icon Wealth Partners first reported a position in D in Q4 2017 and held it in 6 quarters. The position peaked at $198K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

  • Icon Wealth Partners reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,680 Dominion Energy shares in Q2 2019, an estimated $129K.
  • Icon Wealth Partners first reported a position in Dominion Energy in Q4 2017 and held it in 6 quarters.
  • Icon Wealth Partners's Dominion Energy position peaked at $198K in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.