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Litman Gregory Wealth Management’s Dominion Energy D Stock Holding History

Litman Gregory 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
2020
Q1 		– Sell
-266
Closed -$22K – 174
2019
Q4 		$22K Buy
+266
New +$21.7K ﹤0.01% 120

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

Litman Gregory Wealth Management's D Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Dominion Energy (D) in Q1 2020, closing a stake of 266 shares — an estimated $22K sold.

Litman Gregory Wealth Management first reported a position in D in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 1,398 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 266 Dominion Energy shares in Q1 2020, an estimated $22K.
  • Litman Gregory Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Dominion Energy position peaked at $22K in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.