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Dixon Hughes Goodman Wealth Advisors’s Polaris PII Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1K Hold
9
– – ﹤0.01% 816
2021
Q4 		$1K Buy
+9
New +$1.06K ﹤0.01% 769

Other funds holding PII

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Polaris (PII) position steady in Q1 2022 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Dixon Hughes Goodman Wealth Advisors first reported a position in PII in Q4 2021 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 9 shares of Polaris worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Polaris share count unchanged in Q1 2022.
  • Polaris made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #816 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Polaris in Q4 2021 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

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