TRUE Private Wealth Advisors’s Dominion Energy D Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-1,215	Closed	-$91K	–	336
2020 Q4	$91K	Hold	1,215	–	–	0.02%	283
2020 Q3	$95K	Hold	1,215	–	–	0.02%	256
2020 Q2	$98K	Hold	1,215	–	–	0.02%	237
2020 Q1	$87K	Hold	1,215	–	–	0.02%	223
2019 Q4	$100K	Buy	+1,215	New	+$99.3K	0.02%	290
2019 Q3	–	Sell	-1,215	Closed	-$93K	–	332
2019 Q2	$93K	Buy	+1,215	New	+$92.6K	0.02%	272
2018 Q4	–	Sell	-13	Closed	-$923	–	388
2018 Q3	$923	Buy	+13	New	+$920	﹤0.01%	1073

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUE Private Wealth Advisors's D Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Dominion Energy (D) in Q1 2021, closing a stake of 1,215 shares — an estimated $91K sold.

TRUE Private Wealth Advisors first reported a position in D in Q3 2018 and held it in 7 quarters. The position peaked at $100K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,215 Dominion Energy shares in Q1 2021, an estimated $91K.
TRUE Private Wealth Advisors first reported a position in Dominion Energy in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Dominion Energy position peaked at $100K in Q4 2019.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.