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Dixon Hughes Goodman Wealth Advisors’s Mastercard MA Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$36K Hold
102
– – 0.01% 354
2021
Q4 		$37K Buy
+102
New +$35.3K 0.01% 291

Other funds holding MA

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Mastercard (MA) position steady in Q1 2022 at 102 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #354.

Dixon Hughes Goodman Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 2 quarters since. The position peaked at $37K in Q4 2021. 2,618 funds tracked by Wall St. Rank hold MA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 102 shares of Mastercard worth $36K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Mastercard share count unchanged in Q1 2022.
  • Mastercard made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #354 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Mastercard position peaked at $37K in Q4 2021.
  • 2,618 funds tracked by Wall St. Rank held Mastercard as of Q1 2022.

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