PWSG
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Pacific Wealth Strategies Group’s Dominion Energy D Stock Holding History

Pacific Wealth Strategies Group’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
-21,968
Closed -$1.78M – 79
2020
Q2 		$1.78M Buy
21,968
+1,535
+8% +$123K 0.99% 34
2020
Q1 		$1.48M Buy
+20,433
New +$1.67M 1.01% 35

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
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

Pacific Wealth Strategies Group's D Position: Q3 2020 in Review

Pacific Wealth Strategies Group sold out of Dominion Energy (D) in Q3 2020, closing a stake of 21,968 shares — an estimated $1.78M sold.

Pacific Wealth Strategies Group first reported a position in D in Q1 2020 and held it in 2 quarters. The position peaked at $1.78M in Q2 2020. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Pacific Wealth Strategies Group reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 21,968 Dominion Energy shares in Q3 2020, an estimated $1.78M.
  • Pacific Wealth Strategies Group first reported a position in Dominion Energy in Q1 2020 and held it in 2 quarters.
  • Pacific Wealth Strategies Group's Dominion Energy position peaked at $1.78M in Q2 2020.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2020, filed 22 Oct 2020.