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Tiedemann Advisors’s Dominion Energy D Stock Holding History

Tiedemann Advisors’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 		– Sell
-46,420
Closed -$3.66M – 325
2020
Q3 		$3.66M Buy
46,420
+31,005
+201% +$2.44M 0.18% 82
2020
Q2 		$1.25M Buy
+15,415
New +$1.24M 0.07% 149
2019
Q2 		– Sell
-4,414
Closed -$338K – 327
2019
Q1 		$338K Buy
+4,414
New +$322K 0.02% 347
2017
Q3 		– Sell
-7,068
Closed -$542K – 368
2017
Q2 		$542K Buy
7,068
+2,584
+58% +$203K 0.04% 306
2017
Q1 		$348K Buy
+4,484
New +$339K 0.03% 309

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

Tiedemann Advisors's D Position: Q4 2020 in Review

Tiedemann Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 46,420 shares — an estimated $3.66M sold.

Tiedemann Advisors first reported a position in D in Q1 2017 and held it in 5 quarters. The position peaked at $3.66M in Q3 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Tiedemann Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 46,420 Dominion Energy shares in Q4 2020, an estimated $3.66M.
  • Tiedemann Advisors first reported a position in Dominion Energy in Q1 2017 and held it in 5 quarters.
  • Tiedemann Advisors's Dominion Energy position peaked at $3.66M in Q3 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.