AdvisorNet Financial, Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 17 October, 2023
There have been some significant changes in the holdings of funds for AdvisorNet Financial, Inc between Q2 2023 and Q3 2023. In this article, we will explore these changes and their implications for investors.
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) has experienced a slight decrease in shares, going from 585,583 in Q2 to 583,139 in Q3. However, the value of these shares has also declined from $51,121,000 to $49,117,000. This represents a 3.9% decrease in holdings.
APPLE INC (AAPL) has seen a more significant decrease in shares, dropping from 218,430 in Q2 to 199,182 in Q3. The value of these shares has also declined from $42,368,000 to $34,102,000. This represents a 19.5% decrease in holdings.
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP) has experienced an increase in both shares and value, going from 493,255 shares worth $23,390,000 in Q2 to 506,515 shares worth $23,948,000 in Q3. This represents a 2.4% increase in holdings.
MICROSOFT (MSFT) has seen a decrease in shares, dropping from 70,573 in Q2 to 63,215 in Q3. The value of these shares has also declined from $24,032,000 to $19,960,000. This represents a 16.9% decrease in holdings.
VANGUARD FTSE EMERGING MARKETS ETF (VWO) has experienced an increase in both shares and value, going from 405,478 shares worth $16,494,000 in Q2 to 442,570 shares worth $17,353,000 in Q3. This represents a 5.2% increase in holdings.
These are just a few examples of the changes that have taken place in the fund holdings of AdvisorNet Financial, Inc. It is important for investors to stay informed about these changes, as they can have a significant impact on investment strategies and potential returns. By analyzing the data from the Q2 2023 vs. Q3 2023 13F Holdings Comparison, investors can make more informed decisions about their portfolios and adjust their holdings accordingly.
Investors should note that 13F filings are required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets over $100 million. These filings provide transparency and valuable information about the holdings of these managers, allowing investors to make more informed decisions. By reviewing these filings, investors can gain insights into the strategies and holdings of well-known institutions like AdvisorNet Financial, Inc.
In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison for AdvisorNet Financial, Inc reveals some notable changes in the fund's holdings. Investors should pay close attention to these changes and consider how they may impact their investments. By staying informed about fund holdings and analyzing the data provided in 13F filings, investors can make more informed decisions and potentially improve their investment outcomes.
Other Posts
- Frazier Healthcare Partners Promotes Shyamal Swami to Principal: Paving the Way for Continued Growth and Success in Healthcare Investments
- Armor Investment Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- O2 Investment Partners Announces New Associate, Myke Amany, to Strengthen Their Team
- The Evolution of RWC Asset Management LLP's Holdings in Q3 and Q4 of 2022
- Analyzing Carroll Financial Associates, Inc.'s Q3 and Q4 2021 Fund Holdings Comparison: Which Stocks Had the Biggest Changes?
- **Revolutionizing Mission Critical Software Solutions: Lynx Software Technologies Acquires Thompson Software Solutions**
- Boston Common Asset Management Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Hugh Johnson Advisors LLC Q1 vs. Q2 2019: Changes in Portfolio Concentration and Sector Holdings
- Shifting Strategies: Comparing Strategy Asset Managers LLC’s Q3 2022 and Q4 2022 Holdings
- How Clover Partners, L.P. Adjusted Their Portfolio from Q2 to Q3 2019