DHGWA
SR icon

Dixon Hughes Goodman Wealth Advisors’s Spire SR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,030
Closed -$132K – 1052
2021
Q4 		$132K Buy
+2,030
New +$128K 0.04% 186

Other funds holding SR

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors sold out of Spire (SR) in Q1 2022, closing a stake of 2,030 shares — an estimated $132K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in SR in Q4 2021 and held it in 1 quarter. The position peaked at $132K in Q4 2021. 287 funds tracked by Wall St. Rank hold SR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Spire position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 2,030 Spire shares in Q1 2022, an estimated $132K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Spire in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Spire position peaked at $132K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Spire as of Q1 2022.

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