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Dixon Hughes Goodman Wealth Advisors’s Uber UBER Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$17K Sell
479
-157
-25% -$5.64K ﹤0.01% 453
2021
Q4 		$27K Buy
+636
New +$27.4K 0.01% 332

Other funds holding UBER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 UBER Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Uber (UBER) stake by 25% in Q1 2022, selling an estimated $5.64K and leaving 479 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Dixon Hughes Goodman Wealth Advisors first reported a position in UBER in Q4 2021 and has held it in 2 quarters since. The position peaked at $27K in Q4 2021. 1,192 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 479 shares of Uber worth $17K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 157 Uber shares in Q1 2022, an estimated $5.64K.
  • Uber made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #453 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Uber in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Uber position peaked at $27K in Q4 2021.
  • 1,192 funds tracked by Wall St. Rank held Uber as of Q1 2022.

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