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TFO Wealth Partners’s Dominion Energy D Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-90
Closed -$7K – 220
2022
Q2 		$7K Buy
+90
New +$7.43K ﹤0.01% 163
2021
Q4 		– Sell
-92
Closed -$7K – 148
2021
Q3 		$7K Buy
+92
New +$7.01K ﹤0.01% 105
2020
Q1 		– Sell
-225
Closed -$18K – 138
2019
Q4 		$18K Buy
+225
New +$18.4K 0.02% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's D Position: Q3 2022 in Review

TFO Wealth Partners sold out of Dominion Energy (D) in Q3 2022, closing a stake of 90 shares — an estimated $7K sold.

TFO Wealth Partners first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • TFO Wealth Partners reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 90 Dominion Energy shares in Q3 2022, an estimated $7K.
  • TFO Wealth Partners first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • TFO Wealth Partners's Dominion Energy position peaked at $18K in Q4 2019.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.