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JOYN Advisors’s Dominion Energy D Stock Holding History

JOYN 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
2020
Q1 		$232K Buy
3,211
+597
+23% +$48.7K 0.08% 88
2019
Q4 		$217K Sell
2,614
-26
-1% -$2.12K 0.05% 113
2019
Q3 		$214K Buy
+2,640
New +$204K 0.05% 107
2019
Q1 		– Sell
-2,032
Closed -$145K – 419
2018
Q4 		$145K Buy
2,032
+125
+7% +$9.13K 0.03% 147
2018
Q3 		$134K Buy
1,907
+88
+5% +$6.23K 0.03% 175
2018
Q2 		$124K Buy
1,819
+1,806
+13,892% +$118K 0.03% 185
2018
Q1 		$1K Buy
+13
New +$960 ﹤0.01% 1167

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's D Position: Q1 2020 in Review

JOYN Advisors increased its Dominion Energy (D) stake by 23% in Q1 2020, buying an estimated $48.7K and bringing the position to 3,211 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #88.

JOYN Advisors first reported a position in D in Q1 2018 and has held it in 7 quarters since. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • JOYN Advisors held 3,211 shares of Dominion Energy worth $232K as of Q1 2020.
  • JOYN Advisors bought 597 Dominion Energy shares in Q1 2020, an estimated $48.7K.
  • Dominion Energy made up 0.08% of JOYN Advisors's portfolio in Q1 2020, its #88 holding.
  • JOYN Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 7 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.