DHGWA
MRSH

Dixon Hughes Goodman Wealth Advisors’s Marsh MRSH Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$5K Hold
31
– – ﹤0.01% 604
2021
Q4 		$5K Buy
+31
New +$5.15K ﹤0.01% 552

Other funds holding MRSH

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Marsh (MRSH) position steady in Q1 2022 at 31 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Dixon Hughes Goodman Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 31 shares of Marsh worth $5K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Marsh share count unchanged in Q1 2022.
  • Marsh made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #604 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

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