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Tiemann Investment Advisors’s Dominion Energy D Stock Holding History

Tiemann Investment 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
-2,520
Closed -$199K – 204
2020
Q3 		$199K Buy
2,520
+1
+0% +$79 0.12% 179
2020
Q2 		$205K Buy
+2,519
New +$202K 0.14% 172

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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
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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

Tiemann Investment Advisors's D Position: Q4 2020 in Review

Tiemann Investment Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,520 shares — an estimated $199K sold.

Tiemann Investment Advisors first reported a position in D in Q2 2020 and held it in 2 quarters. The position peaked at $205K in Q2 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Tiemann Investment Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Tiemann Investment Advisors sold 2,520 Dominion Energy shares in Q4 2020, an estimated $199K.
  • Tiemann Investment Advisors first reported a position in Dominion Energy in Q2 2020 and held it in 2 quarters.
  • Tiemann Investment Advisors's Dominion Energy position peaked at $205K in Q2 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

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