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Dixon Hughes Goodman Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3K Hold
100
– – ﹤0.01% 665
2021
Q4 		$3K Buy
+100
New +$2.68K ﹤0.01% 623

Other funds holding CPER

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its United States Copper Index Fund (CPER) position steady in Q1 2022 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Dixon Hughes Goodman Wealth Advisors first reported a position in CPER in Q4 2021 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CPER as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 100 shares of United States Copper Index Fund worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its United States Copper Index Fund share count unchanged in Q1 2022.
  • United States Copper Index Fund made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #665 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in United States Copper Index Fund in Q4 2021 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2022.

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