Navigating the Changes in Clearstead Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison
Ava Hoppe | 4 May, 2023
Clearstead Advisors, LLC has recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, which is of great interest to investors seeking to achieve optimal returns in the current market. The report indicates several significant changes in terms of holdings, with some companies seeing a significant increase in the number of shares held, while others experienced a decrease.
One of the companies that experienced a significant increase was J P Morgan Exchange Traded F, whose number of shares held by Clearstead Advisors increased by 231,508 in Q4 2022 compared to Q3 2022. This indicates a significant increase of 64.3%, making J P Morgan Exchange Traded F one of the top holdings by Clearstead Advisors.
Another company that saw a significant increase in shares held was Vanguard Intl Equity Index F, whose shares increased by 224%, from 88,558 in Q3 2022 to 313,274 in Q4 2022. This increase is likely due to the growing global economic market and suggests that Clearstead Advisors is bullish about international investments.
Meanwhile, some companies such as Tesla Inc experienced a marked decrease in shares, with its shares going down by 55.5% in Q4 2022 compared to Q3 2022. Similarly, some companies like Alphabet and Amazon.com Inc saw a decrease in the value of their shares held by Clearstead Advisors, with Alphabet experiencing a decrease of 10.6% in shares and Amazon.com Inc reporting a decrease of 24.4% in the value of shares held.
However, it's worth noting that most of the changes in holdings recorded by Clearstead Advisors represented increases, with only a few exceptions. For instance, Procter and Gamble Co experienced a 23.5% increase in its shares held by Clearstead Advisors. In addition, companies like Vanguard Index FDS, Vanguard Specialized Funds, and Spdr Ser Tr all saw significant increases in both the number and value of shares held.
One possible explanation for these increases could be the growing stability in the global economy as well as the increasing demand for stocks. This is further supported by the fact that Clearstead Advisors also increased its holdings in companies such as Ares Capital Corp and Keycorp, which operate in the financial industry- an industry that has been relatively stable in the recent past.
In conclusion, Clearstead Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison indicates significant changes in holdings by the investment advisory firm, with most of the changes relating to an increase in the number and value of shares held. While there were few exceptions, most companies experienced an increase, indicating ongoing stability in the global economy and demand for stocks. Overall, investors can use this report as a valuable tool when considering their investment positions.
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