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Dixon Hughes Goodman Wealth Advisors’s US Bancorp USB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$117K Buy
2,201
+717
+48% +$41.2K 0.03% 228
2021
Q4 		$83K Buy
+1,484
New +$87.8K 0.03% 221

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its US Bancorp (USB) stake by 48% in Q1 2022, buying an estimated $41.2K and bringing the position to 2,201 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #228.

Dixon Hughes Goodman Wealth Advisors first reported a position in USB in Q4 2021 and has held it in 2 quarters since. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,201 shares of US Bancorp worth $117K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 717 US Bancorp shares in Q1 2022, an estimated $41.2K.
  • US Bancorp made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #228 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 2 quarters since.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

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