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Dixon Hughes Goodman Wealth Advisors’s Unity U Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$10K Hold
100
– – ﹤0.01% 523
2021
Q4 		$14K Buy
+100
New +$15.3K ﹤0.01% 419

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Unity (U) position steady in Q1 2022 at 100 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Dixon Hughes Goodman Wealth Advisors first reported a position in U in Q4 2021 and has held it in 2 quarters since. The position peaked at $14K in Q4 2021. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 100 shares of Unity worth $10K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Unity share count unchanged in Q1 2022.
  • Unity made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #523 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Unity in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Unity position peaked at $14K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

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