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Dixon Hughes Goodman Wealth Advisors’s Quaker Houghton KWR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$26K Hold
150
– – 0.01% 402
2021
Q4 		$35K Buy
+150
New +$36.3K 0.01% 297

Other funds holding KWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Quaker Houghton (KWR) position steady in Q1 2022 at 150 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #402.

Dixon Hughes Goodman Wealth Advisors first reported a position in KWR in Q4 2021 and has held it in 2 quarters since. The position peaked at $35K in Q4 2021. 229 funds tracked by Wall St. Rank hold KWR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 150 shares of Quaker Houghton worth $26K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Quaker Houghton share count unchanged in Q1 2022.
  • Quaker Houghton made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #402 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Quaker Houghton in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Quaker Houghton position peaked at $35K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2022.

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