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Dixon Hughes Goodman Wealth Advisors’s Wells Fargo WFC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$351K Buy
7,239
+1,437
+25% +$76.9K 0.1% 121
2021
Q4 		$278K Buy
+5,802
New +$286K 0.09% 120

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Wells Fargo (WFC) stake by 25% in Q1 2022, buying an estimated $76.9K and bringing the position to 7,239 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #121.

Dixon Hughes Goodman Wealth Advisors first reported a position in WFC in Q4 2021 and has held it in 2 quarters since. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 7,239 shares of Wells Fargo worth $351K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,437 Wells Fargo shares in Q1 2022, an estimated $76.9K.
  • Wells Fargo made up 0.1% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #121 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 2 quarters since.
  • 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

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