LPWM
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Lake Point Wealth Management’s Dominion Energy D Stock Holding History

Lake Point 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
2019
Q2 		$6K Hold
74
– – ﹤0.01% 396
2019
Q1 		$6K Sell
74
-7,989
-99% -$583K ﹤0.01% 396
2018
Q4 		$576K Buy
+8,063
New +$589K 0.22% 80

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
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

Lake Point Wealth Management's D Position: Q2 2019 in Review

Lake Point Wealth Management held its Dominion Energy (D) position steady in Q2 2019 at 74 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Lake Point Wealth Management first reported a position in D in Q4 2018 and has held it in 3 quarters since. The position peaked at $576K in Q4 2018. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

  • Lake Point Wealth Management held 74 shares of Dominion Energy worth $6K as of Q2 2019.
  • Lake Point Wealth Management left its Dominion Energy share count unchanged in Q2 2019.
  • Dominion Energy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #396 holding.
  • Lake Point Wealth Management first reported a position in Dominion Energy in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Dominion Energy position peaked at $576K in Q4 2018.
  • 1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.