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Dixon Hughes Goodman Wealth Advisors’s Hercules Capital HTGC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$18K Hold
1,000
– – 0.01% 443
2021
Q4 		$17K Buy
+1,000
New +$17K 0.01% 401

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BTCPP
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Hercules Capital (HTGC) position steady in Q1 2022 at 1,000 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #443.

Dixon Hughes Goodman Wealth Advisors first reported a position in HTGC in Q4 2021 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold HTGC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,000 shares of Hercules Capital worth $18K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Hercules Capital share count unchanged in Q1 2022.
  • Hercules Capital made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #443 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Hercules Capital in Q4 2021 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2022.

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