Outlook Wealth Advisors’s Dominion Energy D Stock Holding History

Outlook 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
2020 Q2	–	Sell	-3,093	Closed	-$223K	–	165
2020 Q1	$223K	Sell	3,093 -1,207	-28%	-$98.6K	0.13%	140
2019 Q4	$356K	Sell	4,300 -3,076	-42%	-$251K	0.2%	105
2019 Q3	$598K	Sell	7,376 -1,692	-19%	-$131K	0.36%	60
2019 Q2	$701K	Buy	9,068 +251	+3%	+$19.1K	0.46%	52
2019 Q1	$676K	Buy	8,817 +6,961	+375%	+$508K	0.56%	47
2018 Q4	$1.33M	Buy	+1,856	New	+$136K	0.6%	38

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Outlook Wealth Advisors's D Position: Q2 2020 in Review

Outlook Wealth Advisors sold out of Dominion Energy (D) in Q2 2020, closing a stake of 3,093 shares — an estimated $223K sold.

Outlook Wealth Advisors first reported a position in D in Q4 2018 and held it in 6 quarters. The position peaked at $1.33M in Q4 2018. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Outlook Wealth Advisors reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 3,093 Dominion Energy shares in Q2 2020, an estimated $223K.
Outlook Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's Dominion Energy position peaked at $1.33M in Q4 2018.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Outlook Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.