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Investing in the Future: Staley Capital Advisers Inc Q3 2022 vs. Q4 2022 13F Holdings

Ava Hoppe | 2 May, 2023

Staley Capital Advisers is a leading investment firm that manages a diverse portfolio of assets for clients across the globe. The firm recently released its Q3 2022 vs. Q4 2022 13F holdings comparison, highlighting the shifts in its investment portfolio. In this blog post, we'll take a closer look at the changes in holdings and what they could mean for investors.

One of the most significant changes Staley Capital Advisers made was reducing its holdings in some of the technology giants, including Google and Amazon. In Q3 2022, the firm had 637,020 shares of Google, which dropped to 653,071 in Q4 2022. This reduction represents a 5.4% decline in the number of shares held. Similarly, the investment firm's holdings in Amazon dropped by 25.2%, from 316,053 shares in Q3 2022 to 317,965 in Q4 2022.

However, Staley Capital Advisers also made some strategic investments in Q4 2022. For instance, the firm increased its holdings in Chevron Corp. by 23.1%, from 373,501 shares in Q3 2022 to 367,986 in Q4 2022. Similarly, the investment firm added more shares of J.P. Morgan Chase, from 489,321 shares in Q3 2022 to 488,022 in Q4 2022. This increase represents a 28% rise, which is significant given the current market conditions.

Another major change in Staley Capital Advisers' investment portfolio is the reduction in holdings of companies in the healthcare sector. CVS Health Corp. saw a 2.4% decrease in the investment firm's holdings, from 809,788 shares in Q3 2022 to 809,051 in Q4 2022. In the same vein, Staley Capital Advisers reduced its holdings in Pfizer Inc. by 16.1%, from 1,200,137 shares in Q3 2022 to 1,190,317 in Q4 2022.

Staley Capital Advisers also reported a 15.1% increase in its holdings in Berkshire Hath B, from 210,246 shares in Q3 2022 to 209,126 in Q4 2022. This investment could be a strategic move given the recent developments in the market.

It's worth noting that Staley Capital Advisers increased its investment in some high-risk, high-reward companies as well. For example, the investment firm added more shares of Boeing Co., from 255,326 shares in Q3 2022 to 245,551 in Q4 2022. This increase represents a 51.3% rise, which could be a bold move considering the challenges the aerospace company has been facing over the past few years.

Overall, Staley Capital Advisers made diverse investments across different sectors in Q4 2022. The changes in holdings could be a reflection of the investment firm's strategy to diversify its portfolio and reduce concentration risk. As always, it's crucial for investors to do their due diligence before investing in any company, as there can be inherent risks involved in the valuation of securities. In conclusion, these recent shifts in holdings highlight Staley Capital Advisers' commitment to investing in the future, and investors should keep an eye on the firm's investment decisions.

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