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Investing with Sonata Capital Group: Comparing Q3 2022 vs. Q4 2022 13F Holdings

Ava Hoppe | 2 May, 2023

Sonata Capital Group, Inc. is a leading investment management firm that provides investment advisory and financial planning services to individuals, institutions, and businesses. They seek to maximize the potential returns of their clients by using a range of investment strategies and tools tailored to individual goals.

In this article, we will be diving into the Q3 2022 vs. Q4 2022 13F Holdings of Sonata Capital Group and what changes occurred during that time. The 13F filing is a quarterly report filed by institutional investment managers that discloses their equity holdings.

The table above shows the changes in holdings for several companies listed in the Sonata Capital Group's 13F filing. In Q4 2022, Sonata Capital Group had a total of $252,252,000 in holdings, which is down from $255,524,000 in Q3 2022. This decrease amounts to a 1.3% drop in total holdings.

Let's take a closer look at some of the companies and their respective changes in holdings.

Microsoft (MSFT)

Sonata Capital Group increased their holdings of Microsoft (MSFT) by 1,146 shares (7.4%), totaling 27,789 shares in Q4 2022. The value also increased from $6,205,000 in Q3 2022 to $6,664,000 in Q4 2022, which is a growth of 7.4%. The tech giant offers strong growth potential in the long-term due to the continuous development of new products and services.

Amazon (AMZN)

Sonata Capital Group decreased their holdings of Amazon (AMZN) by 5,300 shares (-32.8%) in Q4 2022, totaling 50,085 shares. The value also decreased from $6,259,000 in Q3 2022 to $4,207,000 in Q4 2022, a decline of 32.8%. This could be due to the uncertainty surrounding the company's future growth potential, regulatory scrutiny, and increasing competition in the e-commerce space.

Apple (AAPL)

Sonata Capital Group decreased their holdings of Apple (AAPL) by 455 shares (-6.9%), totaling 45,663 shares in Q4 2022. The value also declined from $6,373,000 in Q3 2022 to $5,933,000 in Q4 2022, a drop of 6.9%. This could be due to the ongoing supply chain disruptions and uncertainties surrounding the company's future earnings growth potential.

Vanguard High Dividend Yield ETF (VYM)

Sonata Capital Group increased their holdings in the Vanguard High Dividend Yield ETF (VYM) by 315 shares (6.7%), with a total of 80,696 shares in Q4 2022. The value of these shares increased from $7,627,000 in Q3 2022 to $8,732,000 in Q4 2022, a growth of 14.5%. This ETF tracks the performance of high-dividend paying companies in the US and is a popular investment option for those seeking dividend income.

Conclusion

In conclusion, Sonata Capital Group's Q3 2022 vs. Q4 2022 13F Holdings comparison shows a mixed bag of results for some of the top companies in the US stock market. The changes in holdings highlight the firm's strategy of capitalizing on companies with long-term growth potential while also hedging against uncertainties.

While the outlook for some companies, such as Amazon and Apple, remains uncertain, others, including Microsoft and Vanguard High Dividend Yield ETF, offer strong growth potential in the long-term.

Investors seeking to capitalize on these opportunities may want to consider working with Sonata Capital Group to create a diversified portfolio that aligns with their investment objectives. By closely analyzing market trends and consistently monitoring investment opportunities, Sonata Capital Group can help investors make informed and strategic investment decisions.

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