DHGWA
CS

Dixon Hughes Goodman Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1K Hold
128
– – ﹤0.01% 867
2021
Q4 		$1K Buy
+128
New +$1.28K ﹤0.01% 808

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Credit Suisse Group (CS) position steady in Q1 2022 at 128 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Dixon Hughes Goodman Wealth Advisors first reported a position in CS in Q4 2021 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 128 shares of Credit Suisse Group worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Credit Suisse Group share count unchanged in Q1 2022.
  • Credit Suisse Group made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #867 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Credit Suisse Group in Q4 2021 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

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