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Northstar Wealth Partners’s Dominion Energy D Stock Holding History

Northstar Wealth Partners’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
Q3 		– Sell
-2,530
Closed -$205K – 151
2020
Q2 		$205K Buy
+2,530
New +$203K 0.09% 173
2020
Q1 		– Sell
-2,529
Closed -$209K – 167
2019
Q4 		$209K Buy
+2,529
New +$207K 0.09% 175
2017
Q3 		– Sell
-4,832
Closed -$365K – 131
2017
Q2 		$365K Hold
4,832
– – 0.33% 89
2017
Q1 		$377K Buy
+4,832
New +$366K 0.35% 88

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northstar Wealth Partners's D Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,530 shares — an estimated $205K sold.

Northstar Wealth Partners first reported a position in D in Q1 2017 and held it in 4 quarters. The position peaked at $377K in Q1 2017. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Northstar Wealth Partners reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,530 Dominion Energy shares in Q3 2020, an estimated $205K.
  • Northstar Wealth Partners first reported a position in Dominion Energy in Q1 2017 and held it in 4 quarters.
  • Northstar Wealth Partners's Dominion Energy position peaked at $377K in Q1 2017.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.