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Investing in Q3 vs. Q4 2022: Tiemann's Fund Changes and What They Mean

Ava Hoppe | 5 May, 2023

Investing in the stock market can be a daunting task, especially when it comes to understanding the changes in holdings of funds like Tiemann Investment Advisors, LLC. In the third quarter of 2022, Tiemann Investment Advisors reported significant changes to their funds' holdings compared to the fourth quarter.

One of the most notable changes is the decrease in shares of AGG, an iShares ETF that tracks the Bloomberg Barclays U.S. Aggregate Bond Index. Tiemann's holdings in AGG decreased by 27.2%, from 170,828 shares in Q3 to 123,486 shares in Q4. The value of their shares also decreased from $16,458,000 to $11,976,000.

On the other hand, Tiemann's holdings in JPST, a JPMorgan exchange-traded fund that invests in short-term, investment-grade debt securities, increased by 36.1%. Tiemann held 82,121 shares of JPST in Q3, which increased to 111,816 shares in Q4. The value of their shares also increased from $4,119,000 to $5,605,000.

Another notable change in Tiemann's holdings is the increase in shares of IEFA, an iShares ETF that tracks the MSCI EAFE Index. Tiemann's holding of IEFA increased by 22.1%, going from 98,597 shares in Q3 to 102,893 shares in Q4. The value of their shares also increased from $5,193,000 to $6,342,000.

Tiemann's holdings in NVDA, a semiconductor company that designs graphics processing units for the gaming and professional markets, also increased in Q4. Tiemann held 6,546 shares of NVDA in Q3, which increased to 7,736 shares in Q4. The value of their shares increased from $795,000 to $1,130,000, an increase of 42.2%.

In contrast, Tiemann's holdings in TSLA, an American electric vehicle and clean energy company, decreased significantly in Q4. Tiemann held 6,498 shares of TSLA in Q3, which decreased to 5,296 shares in Q4. The value of their shares also decreased from $1,724,000 to $652,000, a decrease of 62.2%.

While it is important to pay attention to changes in holdings, it is also essential to understand how these changes fit within a fund's overall investment strategy. Tiemann Investment Advisors may have made these changes to align with their investment goals and objectives.

In conclusion, Tiemann Investment Advisors made notable changes to their funds' holdings in Q4 of 2022, including decreases in AGG and TSLA, and increases in JPST, IEFA, and NVDA. These changes reflect their investment strategy and provide a glimpse into how they approach investing in the market.

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