Landmark Wealth Management (New York)’s Dominion Energy D Stock Holding History

Landmark Wealth Management (New York)’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 Q2	–	Sell	-1,385	Closed	-$1.39K	–	72
2022 Q1	$1.39K	Buy	+1,385	New	+$111K	﹤0.01%	90

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Landmark Wealth Management (New York)'s D Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Dominion Energy (D) in Q2 2022, closing a stake of 1,385 shares — an estimated $1.39K sold.

Landmark Wealth Management (New York) first reported a position in D in Q1 2022 and held it in 1 quarter. The position peaked at $1.39K in Q1 2022. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 1,385 Dominion Energy shares in Q2 2022, an estimated $1.39K.
Landmark Wealth Management (New York) first reported a position in Dominion Energy in Q1 2022 and held it in 1 quarter.
Landmark Wealth Management (New York)'s Dominion Energy position peaked at $1.39K in Q1 2022.
1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.