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Dixon Hughes Goodman Wealth Advisors’s Factset FDS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$23K Hold
52
– – 0.01% 416
2021
Q4 		$25K Buy
+52
New +$23.3K 0.01% 340

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Factset (FDS) position steady in Q1 2022 at 52 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #416.

Dixon Hughes Goodman Wealth Advisors first reported a position in FDS in Q4 2021 and has held it in 2 quarters since. The position peaked at $25K in Q4 2021. 704 funds tracked by Wall St. Rank hold FDS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 52 shares of Factset worth $23K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Factset share count unchanged in Q1 2022.
  • Factset made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #416 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Factset in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Factset position peaked at $25K in Q4 2021.
  • 704 funds tracked by Wall St. Rank held Factset as of Q1 2022.

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