YorkBridge Wealth Partners’s Dominion Energy D Stock Holding History

YorkBridge 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	-2,722	Closed	-$217K	–	278
2022 Q2	$217K	Buy	2,722 +14	+0.5%	+$1.16K	0.06%	258
2022 Q1	$230K	Buy	2,708 +8	+0.3%	+$643	0.05%	271
2021 Q4	$212K	Buy	+2,700	New	+$203K	0.05%	275
2021 Q2	–	Sell	-2,700	Closed	-$205K	–	248
2021 Q1	$205K	Hold	2,700	–	–	0.06%	239
2020 Q4	$203K	Sell	2,700 -530	-16%	-$42.1K	0.07%	213
2020 Q3	$255K	Buy	+3,230	New	+$254K	0.11%	153
2019 Q3	–	Sell	-624	Closed	-$48K	–	276
2019 Q2	$48K	Hold	624	–	–	0.02%	373
2019 Q1	$48K	Hold	624	–	–	0.02%	366
2018 Q4	$45K	Hold	624	–	–	0.02%	341
2018 Q3	$44K	Hold	624	–	–	0.02%	371
2018 Q2	$43K	Hold	624	–	–	0.02%	377
2018 Q1	$40K	Sell	624 -2,307	-79%	-$170K	0.02%	391
2017 Q4	$219K	Sell	2,931 -273	-9%	-$22.1K	0.11%	166
2017 Q3	$246K	Sell	3,204 -155	-5%	-$12.1K	0.13%	154
2017 Q2	$256K	Sell	3,359 -293	-8%	-$23K	0.14%	147
2017 Q1	$282K	Buy	3,652 +235	+7%	+$17.8K	0.15%	135
2016 Q4	$253K	Buy	+3,417	New	+$252K	0.15%	134

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

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

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

YorkBridge Wealth Partners sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,722 shares — an estimated $217K sold.

YorkBridge Wealth Partners first reported a position in D in Q4 2016 and held it in 17 quarters. The position peaked at $282K in Q1 2017. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

YorkBridge Wealth Partners reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,722 Dominion Energy shares in Q3 2022, an estimated $217K.
YorkBridge Wealth Partners first reported a position in Dominion Energy in Q4 2016 and held it in 17 quarters.
YorkBridge Wealth Partners's Dominion Energy position peaked at $282K in Q1 2017.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.