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Analyzing Baltimore-Washington Financial Advisors' Q3 2022 vs. Q4 2022 13F Holdings: Which Stocks Went Up and Which Went Down?

Ava Hoppe | 5 May, 2023

Baltimore-Washington Financial Advisors, Inc. recently released its Q3 2022 vs. Q4 2022 13F Holdings data. The report announced that some stocks went up, and some went down, attracting attention from investors globally. While VV and QQQ showed a decline in their holdings, RSP and SCHW showed a significant increase in Q4 compared to Q3.

In this article, we will analyze the changes in the holdings of the top 50 stocks listed by Baltimore-Washington Financial Advisors and discuss the possible reasons behind the increase or decrease.

VV - VANGUARD INDEX FDS

VV, one of Vanguard's most popular ETFs, saw a 45.3% decrease in shares from Q3 2022 to Q4 2022. The change in VV's share price could be attributed to the market's volatility and its preference for other investment opportunities. However, as VV has shown over the years, it is less risky than individual stocks and provides stability in a market that is continually changing.

QQQ - INVESCO QQQ TR

INVESCO QQQ TR or QQQ also showed a decline of 3.6% in shares from Q3 2022 to Q4 2022. While this decline was small, it reflected QQQ's ability to generate consistent growth in the past. However, as with VV, QQQ's decline could also be due to the heightened volatility experienced in the Q4 2022 market.

RSP - INVESCO EXCHANGE TRADED FD T

RSP, an Invesco Exchange Traded Fund, experienced a 20.4% increase in shares in Q4 2022 compared to Q3 2022. The fund provides investors with exposure to the 500 smallest companies from the S&P 500. RSP is ideal for investors looking for a less volatile investment opportunity and has demonstrated consistent performance over the years.

SCHW - SCHWAB CHARLES CORP

SCHW displayed a significant increase of 13% in shares in Q4 2022 compared to Q3 2022. As Schwab has expanded its services over the years, the company's growth has paved the way for it to become one of the most diversified financial services firms in the industry.

Conclusion

These are just a few examples of the stocks that either increased or fell in Baltimore-Washington Financial Advisors' Q3 2022 vs. Q4 2022 13F Holdings report. The data shows that the market remains unpredictable despite showing some growth. For investors to make informed decisions, they must continue to monitor market trends and select stocks that align with their investment strategies.

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