Investment Firm 180 Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Report: Predictable Changes amidst Uncertain Times
Ava Hoppe | 23 April, 2023
As we head towards the end of the first quarter of 2023, it's always interesting to look back and compare the trends in the investment industry to the previous quarter. One of the investment firms that have recently released its Q4 2022 vs. Q1 2023 13F holdings comparison report is 180 Wealth Advisors, LLC. This report is an excellent resource for those who are curious about which stocks and ETFs were held by this firm during these two quarters.
The report starts with a table that shows the issuer name, option type, number of shares, value in dollars, and percentage of change for each holding that 180 Wealth Advisors had in both quarters. The table includes well-known companies like Microsoft, Apple, Amazon, and Starbucks, as well as ETFs like Vanguard Specialized Funds and WisdomTree TR. Interestingly, some holdings like ProShares TR's QLD went from zero shares in Q4 2022 to 41,900 shares in Q1 2023, an increase in 100 percent which shows a keen activity by the advisors.
Microsoft Corp, with more than 114,000 shares, was the largest holding in both quarters. Still, there was a slight reduction (0.2 percent) in the number of shares held by the firm. Similarly, Apple Inc and Amazon.com, Inc also saw slight declines in the number of shares held, but their values increased by 13.3 percent and 5.4 percent, respectively.
One of the interesting changes was in the change of percentage of MannKind Corp holdings. The company saw a decrease of 22%, indicating a change of heart in the analysts' confidence in their growth patterns.
In contrast, some firms saw an increase in the number of shares held, such as NVIDIA Corporation with a more than 32% increase in the number of shares and Prologis, which saw an increase of 1.7% in the number of shares held by the firm.
While some of the changes in the holdings of 180 Wealth Advisors were predictable, others were not. Considering the fact that some of the largest companies in the world like Apple and Amazon.com saw a decrease in the number of shares held, this report raises significant questions about the investment strategies of 180 Wealth Advisors.
It's essential to remember that this comparison report only looks at the changes in holdings between two quarters. It's entirely possible that 180 Wealth Advisors had completely different holdings in previous quarters. Additionally, it's also important to note that this report looks only at the holdings of one firm, and it shouldn't be used as a general indicator of trends in the investment industry.
Overall, the Q4 2022 vs. Q1 2023 13F holdings comparison report by 180 Wealth Advisors, LLC, provides an interesting glimpse into the changes in holdings of one firm. The report reveals that even the most successful investment firms are constantly evaluating and changing their investment strategies to navigate through the dynamic marketplace.
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