MWA
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Meridian Wealth Advisors’s Dominion Energy D Stock Holding History

Meridian Wealth 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
2019
Q1 		– Sell
-682
Closed -$49K – 185
2018
Q4 		$49K Buy
+682
New +$49.8K 0.04% 252

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Advisors's D Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Dominion Energy (D) in Q1 2019, closing a stake of 682 shares — an estimated $49K sold.

Meridian Wealth Advisors first reported a position in D in Q4 2018 and held it in 1 quarter. The position peaked at $49K in Q4 2018. 1,328 funds tracked by Wall St. Rank hold D as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Dominion Energy position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 682 Dominion Energy shares in Q1 2019, an estimated $49K.
  • Meridian Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Dominion Energy position peaked at $49K in Q4 2018.
  • 1,328 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.