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Dixon Hughes Goodman Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$93K Hold
2,278
– – 0.03% 253
2021
Q4 		$95K Buy
+2,278
New +$94.2K 0.03% 212

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Southside Bancshares (SBSI) position steady in Q1 2022 at 2,278 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #253.

Dixon Hughes Goodman Wealth Advisors first reported a position in SBSI in Q4 2021 and has held it in 2 quarters since. The position peaked at $95K in Q4 2021. 139 funds tracked by Wall St. Rank hold SBSI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,278 shares of Southside Bancshares worth $93K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Southside Bancshares share count unchanged in Q1 2022.
  • Southside Bancshares made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #253 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Southside Bancshares in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Southside Bancshares position peaked at $95K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2022.

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