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Dixon Hughes Goodman Wealth Advisors’s Blackrock BLK Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$30K Sell
39
-10
-20% -$7.81K 0.01% 380
2021
Q4 		$45K Buy
+49
New +$44.7K 0.01% 272

Other funds holding BLK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors reduced its Blackrock (BLK) stake by 20% in Q1 2022, selling an estimated $7.81K and leaving 39 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #380.

Dixon Hughes Goodman Wealth Advisors first reported a position in BLK in Q4 2021 and has held it in 2 quarters since. The position peaked at $45K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 39 shares of Blackrock worth $30K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 10 Blackrock shares in Q1 2022, an estimated $7.81K.
  • Blackrock made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #380 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Blackrock in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Blackrock position peaked at $45K in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

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