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Point View Wealth Management’s Dominion Energy D Stock Holding History

Point View 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
2020
Q4 		$203K Sell
2,699
-2,911
-52% -$231K 0.08% 252
2020
Q3 		$443K Sell
5,610
-108
-2% -$8.48K 0.21% 146
2020
Q2 		$464K Sell
5,718
-37
-0.6% -$2.97K 0.22% 143
2020
Q1 		$415K Hold
5,755
– – 0.23% 139
2019
Q4 		$477K Sell
5,755
-124
-2% -$10.1K 0.2% 156
2019
Q3 		$476K Buy
5,879
+39
+0.7% +$3.02K 0.22% 145
2019
Q2 		$452K Buy
5,840
+212
+4% +$16.2K 0.19% 156
2019
Q1 		$431K Sell
5,628
-36
-0.6% -$2.63K 0.19% 155
2018
Q4 		$405K Buy
5,664
+391
+7% +$28.6K 0.2% 148
2018
Q3 		$371K Hold
5,273
– – 0.17% 170
2018
Q2 		$360K Sell
5,273
-147
-3% -$9.57K 0.17% 169
2018
Q1 		$365K Sell
5,420
-755
-12% -$55.8K 0.18% 166
2017
Q4 		$501K Hold
6,175
– – 0.24% 142
2017
Q3 		$476K Sell
6,175
-215
-3% -$16.7K 0.23% 144
2017
Q2 		$490K Sell
6,390
-55
-0.9% -$4.32K 0.24% 145
2017
Q1 		$500K Buy
6,445
+270
+4% +$20.4K 0.26% 138
2016
Q4 		$473K Sell
6,175
-329
-5% -$24.2K 0.27% 128
2016
Q3 		$483K Hold
6,504
– – 0.29% 121
2016
Q2 		$507K Hold
6,504
– – 0.31% 117
2016
Q1 		$489K Sell
6,504
-120
-2% -$8.49K 0.31% 110
2015
Q4 		$448K Buy
6,624
+36
+0.5% +$2.49K 0.32% 109
2015
Q3 		$464K Hold
6,588
– – 0.37% 96
2015
Q2 		$441K Hold
6,588
– – 0.34% 103
2015
Q1 		$467K Hold
6,588
– – 0.36% 100
2014
Q4 		$507K Sell
6,588
-68
-1% -$4.92K 0.38% 91
2014
Q3 		$460K Sell
6,656
-395
-6% -$27.3K 0.39% 92
2014
Q2 		$504K Buy
7,051
+55
+0.8% +$3.86K 0.44% 83
2014
Q1 		$497K Buy
6,996
+333
+5% +$22.7K 0.45% 78
2013
Q4 		$431K Buy
+6,663
New +$429K 0.41% 86

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's D Position: Q4 2020 in Review

Point View Wealth Management reduced its Dominion Energy (D) stake by 52% in Q4 2020, selling an estimated $231K and leaving 2,699 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #252.

Point View Wealth Management first reported a position in D in Q4 2013 and has held it in 29 quarters since. The position peaked at $507K in Q2 2016. 1,470 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Point View Wealth Management held 2,699 shares of Dominion Energy worth $203K as of Q4 2020.
  • Point View Wealth Management sold 2,911 Dominion Energy shares in Q4 2020, an estimated $231K.
  • Dominion Energy made up 0.08% of Point View Wealth Management's portfolio in Q4 2020, its #252 holding.
  • Point View Wealth Management first reported a position in Dominion Energy in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Dominion Energy position peaked at $507K in Q2 2016.
  • 1,470 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.