Selective Wealth Management’s Dominion Energy D Stock Holding History

Selective 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
2022 Q4	–	Sell	-2,515	Closed	-$174K	–	237
2022 Q3	$174K	Sell	2,515 -993	-28%	-$80.2K	0.07%	144
2022 Q2	$280K	Buy	3,508 +65	+2%	+$5.37K	0.1%	111
2022 Q1	$293K	Buy	3,443 +91	+3%	+$7.31K	0.11%	98
2021 Q4	$263K	Buy	3,352 +5	+0.1%	+$376	0.11%	97
2021 Q3	$244K	Buy	3,347 +5	+0.1%	+$381	0.13%	86
2021 Q2	$246K	Buy	3,342 +5	+0.1%	+$386	0.2%	58
2021 Q1	$253K	Sell	3,337 -212	-6%	-$15.4K	0.23%	48
2020 Q4	$267K	Buy	3,549 +207	+6%	+$16.4K	0.17%	44
2020 Q3	$264K	Buy	3,342 +8	+0.2%	+$628	0.21%	38
2020 Q2	$271K	Buy	3,334 +2,293	+220%	+$184K	0.22%	35
2020 Q1	$75K	Buy	1,041 +9	+0.9%	+$735	0.12%	49
2019 Q4	$85K	Buy	1,032 +6	+0.6%	+$490	0.1%	55
2019 Q3	$83K	Buy	+1,026	New	+$79.4K	0.11%	59
2018 Q3	$39K	Buy	+550	New	+$38.9K	0.47%	40

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's D Position: Q4 2022 in Review

Selective Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 2,515 shares — an estimated $174K sold.

Selective Wealth Management first reported a position in D in Q3 2018 and held it in 14 quarters. The position peaked at $293K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Selective Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,515 Dominion Energy shares in Q4 2022, an estimated $174K.
Selective Wealth Management first reported a position in Dominion Energy in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Dominion Energy position peaked at $293K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.