Dixon Hughes Goodman Wealth Advisors’s UBS Group UBS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$5K	Buy	231 +67	+41%	+$1.27K	﹤0.01%	618
2021 Q4	$3K	Buy	+164	New	+$2.89K	﹤0.01%	655

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its UBS Group (UBS) stake by 41% in Q1 2022, buying an estimated $1.27K and bringing the position to 231 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Dixon Hughes Goodman Wealth Advisors first reported a position in UBS in Q4 2021 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 231 shares of UBS Group worth $5K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 67 UBS Group shares in Q1 2022, an estimated $1.27K.
UBS Group made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #618 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in UBS Group in Q4 2021 and has held it in 2 quarters since.
376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

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