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Dixon Hughes Goodman Wealth Advisors’s IBM IBM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$922K Buy
7,090
+847
+14% +$110K 0.26% 61
2021
Q4 		$834K Buy
+6,243
New +$783K 0.27% 56

Other funds holding IBM

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its IBM (IBM) stake by 14% in Q1 2022, buying an estimated $110K and bringing the position to 7,090 shares worth $922K. The position accounts for 0.26% of the portfolio, ranked #61.

Dixon Hughes Goodman Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 2 quarters since. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 7,090 shares of IBM worth $922K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 847 IBM shares in Q1 2022, an estimated $110K.
  • IBM made up 0.26% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #61 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 2 quarters since.
  • 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

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