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Dixon Hughes Goodman Wealth Advisors’s Morgan Stanley MS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$377K Hold
4,309
– – 0.11% 116
2021
Q4 		$423K Buy
+4,309
New +$429K 0.14% 89

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 MS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Morgan Stanley (MS) position steady in Q1 2022 at 4,309 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #116.

Dixon Hughes Goodman Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 2 quarters since. The position peaked at $423K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,309 shares of Morgan Stanley worth $377K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Morgan Stanley share count unchanged in Q1 2022.
  • Morgan Stanley made up 0.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #116 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Morgan Stanley position peaked at $423K in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

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