DHGWA
AAPL icon

Dixon Hughes Goodman Wealth Advisors’s Apple AAPL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$7.43M Buy
42,561
+10,717
+34% +$1.8M 2.13% 6
2021
Q4 		$5.66M Buy
+31,844
New +$5.03M 1.84% 9

Other funds holding AAPL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's AAPL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Apple (AAPL) stake by 34% in Q1 2022, buying an estimated $1.8M and bringing the position to 42,561 shares worth $7.43M. The position accounts for 2.13% of the portfolio, ranked #6.

Dixon Hughes Goodman Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 2 quarters since. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 42,561 shares of Apple worth $7.43M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 10,717 Apple shares in Q1 2022, an estimated $1.8M.
  • Apple made up 2.13% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #6 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 2 quarters since.
  • 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.