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Dixon Hughes Goodman Wealth Advisors’s Philip Morris PM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$107K Sell
1,139
-143
-11% -$14.3K 0.03% 236
2021
Q4 		$122K Buy
+1,282
New +$120K 0.04% 194

Other funds holding PM

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors reduced its Philip Morris (PM) stake by 11% in Q1 2022, selling an estimated $14.3K and leaving 1,139 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #236.

Dixon Hughes Goodman Wealth Advisors first reported a position in PM in Q4 2021 and has held it in 2 quarters since. The position peaked at $122K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,139 shares of Philip Morris worth $107K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 143 Philip Morris shares in Q1 2022, an estimated $14.3K.
  • Philip Morris made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #236 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Philip Morris position peaked at $122K in Q4 2021.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

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