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Dixon Hughes Goodman Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$9K Hold
187
– – ﹤0.01% 531
2021
Q4 		$12K Buy
+187
New +$10.6K ﹤0.01% 435

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Ingersoll Rand (IR) position steady in Q1 2022 at 187 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Dixon Hughes Goodman Wealth Advisors first reported a position in IR in Q4 2021 and has held it in 2 quarters since. The position peaked at $12K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 187 shares of Ingersoll Rand worth $9K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Ingersoll Rand share count unchanged in Q1 2022.
  • Ingersoll Rand made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #531 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Ingersoll Rand position peaked at $12K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

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