Wealthquest’s Dominion Energy D Stock Holding History

Wealthquest’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
2019 Q4	–	Sell	-2,532	Closed	-$205K	–	134
2019 Q3	$205K	Buy	+2,532	New	+$196K	0.07%	126

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wealthquest's D Position: Q4 2019 in Review

Wealthquest sold out of Dominion Energy (D) in Q4 2019, closing a stake of 2,532 shares — an estimated $205K sold.

Wealthquest first reported a position in D in Q3 2019 and held it in 1 quarter. The position peaked at $205K in Q3 2019. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Wealthquest reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
Wealthquest sold 2,532 Dominion Energy shares in Q4 2019, an estimated $205K.
Wealthquest first reported a position in Dominion Energy in Q3 2019 and held it in 1 quarter.
Wealthquest's Dominion Energy position peaked at $205K in Q3 2019.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.