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Dixon Hughes Goodman Wealth Advisors’s Bank of America BAC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.17M Buy
28,379
+6,510
+30% +$294K 0.34% 47
2021
Q4 		$973K Buy
+21,869
New +$996K 0.32% 48

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Bank of America (BAC) stake by 30% in Q1 2022, buying an estimated $294K and bringing the position to 28,379 shares worth $1.17M. The position accounts for 0.34% of the portfolio, ranked #47.

Dixon Hughes Goodman Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 2 quarters since. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 28,379 shares of Bank of America worth $1.17M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 6,510 Bank of America shares in Q1 2022, an estimated $294K.
  • Bank of America made up 0.34% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #47 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 2 quarters since.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

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