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Analyzing Colonial Trust Advisors Q3 2022 vs. Q4 2022 13F Holdings: Which Stocks Saw a Rise and Which Fell?

Ava Hoppe | 28 April, 2023

Over the past few years, the finance industry has experienced several changes, one of which has been the increased popularity of 13F filings. A 13F is a report that investment managers who hold over $100 million in assets must file with the Securities and Exchange Commission (SEC) every quarter. These reports contain information about the fund's holdings, and investors often use them to track the buying and selling activities of their favorite investment managers.

In this blog post, we'll be analyzing Colonial Trust Advisors' Q3 2022 vs. Q4 2022 13F holdings. The fund manages a portfolio of roughly $2.2 billion and invests primarily in large-cap companies listed on U.S. exchanges. So, let's dive into the data and see which stocks saw a rise and which ones fell.

**Apple Inc. (AAPL)**

One of Colonial Trust Advisors' largest holdings is Apple Inc., which saw a 7.5% decrease in its holdings from Q3 2022 to Q4 2022. The value of the fund's holdings in the technology giant also decreased from $59,224,000 to $54,803,000.

**Microsoft (MSFT)**

The fund's holdings in Microsoft remained relatively stable, with only a 2.5% decrease from Q3 2022 to Q4 2022. However, the value of the fund's holdings in the software giant actually increased from $37,508,000 to $38,455,000.

**Ishares Core S&P 500 ETF (IVV)**

One of the most significant increases in holdings for Colonial Trust Advisors was the Ishares Core S&P 500 ETF, which saw a 7.9% increase from Q3 2022 to Q4 2022. The value of the fund's holdings in the ETF also increased from $21,719,000 to $23,431,000.

**Procter and Gamble (PG)**

Colonial Trust Advisors also invested heavily in Procter and Gamble, which saw a 19.8% increase in holdings from Q3 2022 to Q4 2022. The value of the fund's holdings in the consumer goods company also increased from $15,448,000 to $18,514,000.

**Amazon.com (AMZN)**

On the contrary, Amazon.com saw a substantial decrease in holdings for Colonial Trust Advisors, with a massive 25.9% reduction from Q3 2022 to Q4 2022. The value of the fund's holdings in the e-commerce giant also decreased from $15,381,000 to $11,396,000.

**Conclusion**

In conclusion, Colonial Trust Advisors adjusted its portfolio to reflect the changing market conditions and the performance of the stocks in the Q4 2022 13F filing. However, it is essential to note that 13F filings are not indicative of a fund manager's future investment decisions. Therefore, investors should endeavor to conduct their own research before investing in a stock or fund.

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