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How Personal Capital Advisors Corp is Managing Its Q3 2022 and Q4 2022 Holdings

Ava Hoppe | 1 May, 2023

Personal Capital Advisors Corp, a prominent financial services company in the United States, recently revealed its Q3 2022 and Q4 2022 holdings. The company manages a range of exchange-traded funds (ETFs) and individual stocks on behalf of its clients. In this blog post, we take a closer look at the changes in holdings of some of the top ETFs and individual stocks managed by Personal Capital Advisors Corp.

SCHWAB STRATEGIC TR

Schwab Strategic TR is an ETF managed by Personal Capital Advisors Corp. In Q3 2022, the company held 70,930,204 shares of this ETF, which increased to 71,324,888 shares in Q4 2022. The value of the shares also increased from $1,995,267 to $2,297,374, representing a change of 15.1%. Overall, the company's investments in this ETF seem to be performing well.

ISHARES TR

ISHARES TR is another ETF managed by Personal Capital Advisors Corp. The company held 6,267,638 shares of this ETF in Q3 2022, which increased to 6,625,963 shares in Q4 2022. The value of these shares also increased from $1,033,659 to $1,155,302, representing a change of 11.8%. This increase in share value suggests that the company's investments in this ETF are performing well.

VANGUARD INTL EQUITY INDEX F

Vanguard INTL Equity Index F is also an ETF managed by Personal Capital Advisors Corp. The company held 23,903,226 shares of this ETF in Q3 2022, which increased to 25,381,697 shares in Q4 2022. The value of these shares also increased, from $872,229 to $989,378, representing a change of 13.4%. This increase in value is a positive sign for the company's investments in this ETF.

APPLE INC

Apple Inc is an individual stock managed by Personal Capital Advisors Corp. The company held 1,868,549 shares of this stock in Q3 2022, which increased to 1,883,649 shares in Q4 2022. However, the value of these shares decreased from $258,233 to $244,742, representing a change of -5.2%. This decrease in share value may be a cause for concern for the company's investments in this stock.

NETFLIX INC

Netflix Inc is another individual stock managed by Personal Capital Advisors Corp. The company held 371,309 shares of this stock in Q3 2022, which decreased to 338,614 shares in Q4 2022. However, the value of these shares increased from $87,421 to $99,850, representing a change of 14.2%. This increase in share value is positive news for the company's investments in this stock.

Conclusion

Overall, Personal Capital Advisors Corp seems to be managing its Q3 2022 and Q4 2022 holdings well. The company's investments in some of the top ETFs, such as Schwab Strategic TR, ISHARES TR, and Vanguard INTL Equity Index F, are performing well. However, the company's investments in individual stocks like Apple Inc are not doing as well. It will be interesting to see how these investments perform in the coming months, and how Personal Capital Advisors Corp adjusts its holdings accordingly.

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