Capital Advantage, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 27 January, 2024
Capital Advantage, Inc., a renowned investment firm, recently released its 13F filings for the third and fourth quarters of 2023. These filings provide a glimpse into the company's holdings and any changes that have occurred during this period. In this article, we will take a closer look at some of the notable changes in the company's holdings and analyze their potential impact.
Vanguard Intermediate Term Corporate ETF (VCIT) witnessed an increase in holdings from 727,820 shares in Q3 2023 to 746,630 shares in Q4 2023. This represents a 9.7% growth in the company's investment in VCIT, with the value rising from $55,299,000 to $60,686,000.
On the other hand, PS Interest Rate Hedged ETF (IGHG) experienced a slight decrease in holdings, dropping from 807,786 shares in Q3 2023 to 780,532 shares in Q4 2023. Consequently, the value of the investment declined by 1.7% from $59,816,000 to $58,827,000.
BlackRock Ultra Short Term Bond ETF (ICSH) also saw a decrease in holdings, falling from 741,437 shares in Q3 2023 to 704,719 shares in Q4 2023. This represents a 5% reduction in holdings, with the value decreasing from $37,353,000 to $35,489,000.
Vanguard International Dividend ETF (VIGI) witnessed a relatively stable holding, with a slight increase from 429,203 shares in Q3 2023 to 429,382 shares in Q4 2023. However, the value of the investment rose significantly by 11.3% from $30,615,000 to $34,067,000.
Schwab Fundamental Intl Large Co ETF (FNDF) experienced an uptick in holdings, increasing from 787,916 shares in Q3 2023 to 811,305 shares in Q4 2023. This corresponds to a growth of 9.7%, with the value rising from $24,953,000 to $27,365,000.
VanEck IG Floating Rate ETF (FLTR) observed a minimal change in holdings, with an increase from 1,006,641 shares in Q3 2023 to 1,015,085 shares in Q4 2023. Although the change is marginal, it represents a 0.3% increase in the company's investment in FLTR.
These are just a few examples of the changes in Capital Advantage, Inc.'s holdings during the third and fourth quarters of 2023. While some investments experienced growth, others saw a decline or remained relatively stable. It's important to note that these changes are based on market trends and the company's investment strategy.
The 13F filings provide valuable insights into the investment decisions made by Capital Advantage, Inc. However, it's crucial to remember that these filings represent historical data and may not reflect current market conditions or the company's present portfolio.
Investors and market analysts closely monitor these filings to gain a better understanding of the investment strategies employed by Capital Advantage, Inc. and other institutional investors. Analyzing the changes in holdings can help identify emerging trends, sector preferences, and potential market opportunities.
In conclusion, Capital Advantage, Inc.'s Q3 2023 vs. Q4 2023 13F holdings comparison reveals interesting shifts in their investment portfolio. By staying up-to-date with this information, investors can make informed decisions and potentially capitalize on market trends. It's crucial to conduct thorough research and consult with financial professionals before making any investment decisions.
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