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A Tale of Two Quarters: Pacific Center for Financial Services Q2 2022 vs. Q3 2022 Holdings Comparison

Ava Hoppe | 30 April, 2023

The Pacific Center for Financial Services just released its Q3 2022 holdings report, and the changes from the previous quarter are significant. Looking at the 13F holdings comparison, we can see some interesting movements from Q2 to Q3. In this blog post, we'll explore the holdings changes, identify some patterns, and provide insights into what these changes might signal.

First, let's look at some of the standout movements. One of the biggest percentage gains was in J P Morgan Exchange Traded F (JEPI), which went from 9,096 shares in Q2 to 445,944 shares in Q3, a massive increase of 4432.9%. Meanwhile, AT&T Inc (T) lost 30.8% of its shares, dropping from 57,844 to 54,688.

Other notable gains include Wells Fargo Co New (WFC), which saw a 57.3% increase from 15,460 to 23,692 shares, and Dolby Laboratories Inc (DLB), which added 5,128 shares, going from 0 to 5,128 in Q3.

On the other hand, there were a few major losses. Public Storage (PSA) lost 6.4% of its shares, going from 1,053 to 1,053. Coca Cola Co (KO) lost 11.1% of its shares, dropping from 7,322 to 7,322. And Bristol-Myers Squibb Co (BMY) lost 7.5% of its shares, going from 2,757 to 2,757.

Now, let's take a step back and look at some of the broader patterns. The Invesco Exchange Traded FD TR II (RPG) and Invesco Exchange Traded FD T (PRFZ) both saw modest losses in share count, but they both edged up in value, by 839 and 606, respectively. This suggests a concerted effort on the part of the fund managers to streamline their portfolio and keep it focused. Similarly, the Vanguard Index Fds (VTI), which lost 3.7% of its shares, lost only 883, going from 23,675 to 22,792 in value, indicating a deliberate move to focus on certain stocks.

Overall, the fund seems to be maintaining its mandate of balanced growth, with a mix of stocks across various sectors. However, the fund is clearly not afraid to make bold moves when opportunities arise. At the same time, its willingness to trim its holdings in certain stocks indicates a disciplined approach.

In conclusion, the Pacific Center for Financial Services Q2 2022 vs. Q3 2022 13F Holdings Comparison highlights the fund's flexibility and ability to adapt to changing market conditions while remaining true to its investment philosophy. It also shows that though individual stocks may falter, a well-diversified portfolio can weather the ups and downs of the market.

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