Comparing Atria Investments, Inc's Q3 and Q4 2022 Holdings: Changes in Major Stocks

Investors and traders keep a keen eye on the holdings of prominent investment firms to get insights into the moves they are making and which stocks are worth watching. Atria Investments, Inc recently released their Q3 2022 and Q4 2022 13F filings, detailing their holdings in various equities.

Here's a closer look at the changes in holdings for some of the major stocks held by Atria Investments, Inc between Q3 2022 and Q4 2022:

Microsoft Corp (MSFT)

Atria Investments, Inc's holding of Microsoft Corp increased by 17,054 shares, a growth of 4.5%. The value of the shares also grew by 7.6%, from $89,182,000 to $95,919,000. This implies that the company has confidence in Microsoft's future growth prospects.

Vanguard Total Stock Market ETF (VTI)

Atria Investment, Inc's holding of Vanguard Total Stock Market ETF decreased by 11,818 shares, a decline of 9.1%. The value of the shares also fell by 3.2%, from $23,173,000 to $22,426,000. This suggests that the investors might not be too optimistic about the future growth prospects of the ETF.

Amazon.com Inc (AMZN)

Atria Investment, Inc's holding of Amazon.com Inc decreased by 46,527 shares, a decline of 11%. The value of the shares also fell by 33.8%, from $47,638,000 to $31,526,000. This suggests that the investors might not be too optimistic about the future growth prospects of Amazon.

Vanguard Short-Term Corporate Bond ETF (VCSH)

Atria Investment, Inc's holding of Vanguard Short-Term Corporate Bond ETF decreased by 6,103 shares, a decline of 2.8%. The value of the shares also fell by 1.6%, from $16,011,000 to $15,748,000. This suggests that the investors might not be too optimistic about the future growth prospects of the ETF.

Apple Inc (AAPL)

Atria Investment, Inc's holding of Apple Inc decreased by 26,132 shares, a decline of 5.9%. The value of the shares also fell by 11.6%, from $60,732,000 to $53,701,000. This suggests that the investors might not be too optimistic about the future growth prospects of Apple Inc.

Johnson & Johnson (JNJ)

Atria Investment, Inc's holding of Johnson & Johnson increased by 7,148 shares, an increase of 3.8%. The value of the shares also grew by 12.2%, from $31,047,000 to $34,834,000. This implies that the company has confidence in Johnson & Johnson's future growth prospects.

Overall, Atria Investment, Inc's Q4 2022 holdings indicate some interesting changes. Some stocks saw increased confidence, while others saw a decline in holdings. It's important for investors to keep track of these changes and consider them while making investment decisions.