DHGWA
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Dixon Hughes Goodman Wealth Advisors’s Realty Income O Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$139K Hold
2,008
– – 0.04% 205
2021
Q4 		$144K Buy
+2,008
New +$138K 0.05% 174

Other funds holding O

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Realty Income (O) position steady in Q1 2022 at 2,008 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #205.

Dixon Hughes Goodman Wealth Advisors first reported a position in O in Q4 2021 and has held it in 2 quarters since. The position peaked at $144K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,008 shares of Realty Income worth $139K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Realty Income share count unchanged in Q1 2022.
  • Realty Income made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #205 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Realty Income in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Realty Income position peaked at $144K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

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