RWB
D icon

RMR Wealth Builders’s Dominion Energy D Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,347
Closed -$102K – 283
2021
Q1 		$102K Buy
1,347
+1,253
+1,333% +$91K 0.03% 267
2020
Q4 		$7K Sell
94
-2,896
-97% -$230K ﹤0.01% 429
2020
Q3 		$236K Buy
2,990
+2,896
+3,081% +$227K 0.06% 180
2020
Q2 		$8K Buy
+94
New +$7.54K 0.01% 354
2019
Q4 		$8K Buy
+94
New +$7.68K 0.01% 351

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RMR Wealth Builders's D Position: Q2 2021 in Review

RMR Wealth Builders sold out of Dominion Energy (D) in Q2 2021, closing a stake of 1,347 shares — an estimated $102K sold.

RMR Wealth Builders first reported a position in D in Q4 2019 and held it in 5 quarters. The position peaked at $236K in Q3 2020. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • RMR Wealth Builders reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,347 Dominion Energy shares in Q2 2021, an estimated $102K.
  • RMR Wealth Builders first reported a position in Dominion Energy in Q4 2019 and held it in 5 quarters.
  • RMR Wealth Builders's Dominion Energy position peaked at $236K in Q3 2020.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.