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Dixon Hughes Goodman Wealth Advisors’s Microsoft MSFT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$4.48M Buy
14,517
+4,623
+47% +$1.39M 1.28% 12
2021
Q4 		$3.33M Buy
+9,894
New +$3.21M 1.08% 13

Other funds holding MSFT

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Microsoft (MSFT) stake by 47% in Q1 2022, buying an estimated $1.39M and bringing the position to 14,517 shares worth $4.48M. The position accounts for 1.28% of the portfolio, ranked #12.

Dixon Hughes Goodman Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 2 quarters since. 4,540 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 14,517 shares of Microsoft worth $4.48M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 4,623 Microsoft shares in Q1 2022, an estimated $1.39M.
  • Microsoft made up 1.28% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #12 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 2 quarters since.
  • 4,540 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

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