DHGWA
KBAL

Dixon Hughes Goodman Wealth Advisors’s Kimball International KBAL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$4K Hold
506
– – ﹤0.01% 657
2021
Q4 		$5K Buy
+506
New +$5.47K ﹤0.01% 570

Other funds holding KBAL

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DRZID
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Kimball International (KBAL) position steady in Q1 2022 at 506 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Dixon Hughes Goodman Wealth Advisors first reported a position in KBAL in Q4 2021 and has held it in 2 quarters since. The position peaked at $5K in Q4 2021. 119 funds tracked by Wall St. Rank hold KBAL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 506 shares of Kimball International worth $4K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Kimball International share count unchanged in Q1 2022.
  • Kimball International made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #657 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Kimball International in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Kimball International position peaked at $5K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Kimball International as of Q1 2022.

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