DHGWA
LOTZ

Dixon Hughes Goodman Wealth Advisors’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1K Hold
1,000
– – ﹤0.01% 870
2021
Q4 		$2K Buy
+1,000
New +$3.28K ﹤0.01% 709

Other funds holding LOTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its CarLotz, Inc. Class A Common Stock (LOTZ) position steady in Q1 2022 at 1,000 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Dixon Hughes Goodman Wealth Advisors first reported a position in LOTZ in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 94 funds tracked by Wall St. Rank hold LOTZ as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,000 shares of CarLotz, Inc. Class A Common Stock worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its CarLotz, Inc. Class A Common Stock share count unchanged in Q1 2022.
  • CarLotz, Inc. Class A Common Stock made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #870 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's CarLotz, Inc. Class A Common Stock position peaked at $2K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q1 2022.

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