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Capital Impact Advisors' Q3 2022 vs. Q4: Check Out the Latest Holdings Changes

Ava Hoppe | 3 May, 2023

The world of finance is ever-changing, and it's essential to keep up with the latest developments to make sound investment decisions. As an investor, you need to track any significant shifts in the holdings of your preferred funds, and this is precisely where Capital Impact Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison comes in. In this article, we'll take a closer look at the latest changes in holdings based on the comparison.

Before we delve into the details, let's acquaint ourselves with the basics. The Securities and Exchange Commission (SEC) requires all institutional investors, managing over $100 million, to file Form 13F every quarter. The form discloses the institutional investors' holdings of publicly traded securities at the end of each quarter. Simply put, the quarterly 13F helps investors analyze the institutional investors' portfolios and get insights into their investing strategies and outlook.

Now, let's jump into the details. The Capital Impact Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison covers a broad range of companies from different sectors, including healthcare, technology, energy, and more. Here are some of the significant shifts based on the comparison.

First on the list is Globus Medical Inc (GMED), a healthcare company involved in the design, development, and marketing of musculoskeletal implant products. The company's Q4 2022 holdings stood at 17,885 shares, down by 381 shares, representing a 9.4% decrease from the Q3 2022's holdings of 18,266 shares.

Next up is Alphabet Inc (GOOGL), a multinational conglomerate involved in various sectors such as internet-related services, technology, and more. Unlike GMED, GOOGL's Q4 2022 holdings increased by 417 shares, representing a 4.8% increase from Q3 2022's holdings. Currently, Capital Impact Advisors holds 13,557 shares of Alphabet Inc.

Moving to the energy sector, Vermilion Energy Inc (VET.TO) is worth mentioning. The company engages in oil and natural gas production and exploration. Its Q4 2022 holding stands at 40,719 shares, up by 12,262 shares, representing a 31.3% increase from Q3 2022's holdings of 28,457 shares.

Finally, we have Appfolio Inc (APPF), a technology company that provides cloud-based software solutions for the property management and legal industries. The company's Q4 holdings decreased by 997 shares, representing a 22.8% decline from Q3 2022's holdings. Currently, Capital Impact Advisors holds 6,369 shares of Appfolio Inc.

These changes are just the tip of the iceberg of Capital Impact Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison. Still, they reveal how important it is to keep track of any variations in your preferred fund's holdings regularly. By doing so, investors can make informed investment decisions, capitalize on the opportunities, and avoid risks.

In conclusion, the world of finance is constantly evolving, and investors need to keep up with the latest developments to stay ahead. The Capital Impact Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison provides a glimpse into the investment strategies of institutional investors. By looking at the changes in the holdings of different companies and sectors, investors can draw insights and make informed decisions about their investments.

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