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Dixon Hughes Goodman Wealth Advisors’s Citigroup C Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$43K Buy
809
+620
+328% +$38.3K 0.01% 324
2021
Q4 		$11K Buy
+189
New +$12.6K ﹤0.01% 445

Other funds holding C

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Citigroup (C) stake by 328% in Q1 2022, buying an estimated $38.3K and bringing the position to 809 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #324.

Dixon Hughes Goodman Wealth Advisors first reported a position in C in Q4 2021 and has held it in 2 quarters since. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 809 shares of Citigroup worth $43K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 620 Citigroup shares in Q1 2022, an estimated $38.3K.
  • Citigroup made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #324 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Citigroup in Q4 2021 and has held it in 2 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

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