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Dixon Hughes Goodman Wealth Advisors’s S&P Global SPGI Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$25K Hold
60
– – 0.01% 408
2021
Q4 		$28K Buy
+60
New +$27.4K 0.01% 327

Other funds holding SPGI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2022 at 60 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #408.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPGI in Q4 2021 and has held it in 2 quarters since. The position peaked at $28K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 60 shares of S&P Global worth $25K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its S&P Global share count unchanged in Q1 2022.
  • S&P Global made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #408 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in S&P Global in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's S&P Global position peaked at $28K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

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