Parisi Gray Wealth Management’s Dominion Energy D Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-150	Closed	-$11K	–	235
2021 Q2	$11K	Buy	+150	New	+$11.6K	﹤0.01%	435
2019 Q2	–	Sell	-148	Closed	-$11K	–	193
2019 Q1	$11K	Hold	148	–	–	0.01%	371
2018 Q4	$11K	Hold	148	–	–	0.01%	373
2018 Q3	$10K	Hold	148	–	–	0.01%	404
2018 Q2	$10K	Sell	148 -9	-6%	-$586	0.01%	412
2018 Q1	$11K	Buy	157 +9	+6%	+$665	0.01%	419
2017 Q4	$12K	Buy	+148	New	+$12K	0.01%	415

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Parisi Gray Wealth Management's D Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Dominion Energy (D) in Q3 2021, closing a stake of 150 shares — an estimated $11K sold.

Parisi Gray Wealth Management first reported a position in D in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q4 2017. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 150 Dominion Energy shares in Q3 2021, an estimated $11K.
Parisi Gray Wealth Management first reported a position in Dominion Energy in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Dominion Energy position peaked at $12K in Q4 2017.
1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.