DHGWA
XYZ

Dixon Hughes Goodman Wealth Advisors’s Block Inc XYZ Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$5K Sell
36
-50
-58% -$6.05K ﹤0.01% 623
2021
Q4 		$14K Buy
+86
New +$18.6K ﹤0.01% 421

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors reduced its Block Inc (XYZ) stake by 58% in Q1 2022, selling an estimated $6.05K and leaving 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Dixon Hughes Goodman Wealth Advisors first reported a position in XYZ in Q4 2021 and has held it in 2 quarters since. The position peaked at $14K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 36 shares of Block Inc worth $5K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 50 Block Inc shares in Q1 2022, an estimated $6.05K.
  • Block Inc made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #623 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Block Inc in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Block Inc position peaked at $14K in Q4 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

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