OptiFour Integrated Wealth Management’s Dominion Energy D Stock Holding History

OptiFour Integrated 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 Q4	$478K	Buy	5,772 +28	+0.5%	+$2.29K	0.33%	41
2019 Q3	$466K	Sell	5,744 -138	-2%	-$10.7K	0.33%	41
2019 Q2	$455K	Sell	5,882 -898	-13%	-$68.4K	0.32%	45
2019 Q1	$520K	Buy	6,780 +108	+2%	+$7.89K	0.42%	24
2018 Q4	$477K	Sell	6,672 -183	-3%	-$13.4K	0.44%	24
2018 Q3	$482K	Sell	6,855 -43	-0.6%	-$3.04K	0.4%	32
2018 Q2	$470K	Sell	6,898 -660	-9%	-$43K	0.41%	31
2018 Q1	$510K	Buy	7,558 +38	+0.5%	+$2.81K	0.43%	31
2017 Q4	$610K	Buy	+7,520	New	+$609K	0.51%	28

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OptiFour Integrated Wealth Management's D Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its Dominion Energy (D) stake by 0.49% in Q4 2019, buying an estimated $2.29K and bringing the position to 5,772 shares worth $478K. The position accounts for 0.33% of the portfolio, ranked #41.

OptiFour Integrated Wealth Management first reported a position in D in Q4 2017 and has held it in 9 quarters since. The position peaked at $610K in Q4 2017. 1,464 funds tracked by Wall St. Rank hold D as of Q4 2019.

OptiFour Integrated Wealth Management held 5,772 shares of Dominion Energy worth $478K as of Q4 2019.
OptiFour Integrated Wealth Management bought 28 Dominion Energy shares in Q4 2019, an estimated $2.29K.
Dominion Energy made up 0.33% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #41 holding.
OptiFour Integrated Wealth Management first reported a position in Dominion Energy in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Dominion Energy position peaked at $610K in Q4 2017.
1,464 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.