SWM
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Sanctuary Wealth Management’s Dominion Energy D Stock Holding History

Sanctuary 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
2024
Q4 		– Sell
-480
Closed -$27.7K – 280
2024
Q3 		$27.7K Buy
+480
New +$26.2K 0.02% 127

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JP Morgan Chase
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Capital Research Global Investors
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Dodge & Cox
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanctuary Wealth Management's D Position: Q4 2024 in Review

Sanctuary Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 480 shares — an estimated $27.7K sold.

Sanctuary Wealth Management first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $27.7K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Sanctuary Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 480 Dominion Energy shares in Q4 2024, an estimated $27.7K.
  • Sanctuary Wealth Management first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
  • Sanctuary Wealth Management's Dominion Energy position peaked at $27.7K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.