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Private Wealth Partners' Q3 and Q4 2022 Holdings Comparison Reveals Interesting Trends in Their Portfolio

Ava Hoppe | 19 April, 2023

Private Wealth Partners, LLC recently submitted their Q3 2022 and Q4 2022 13F holdings comparison, which revealed some significant changes in their holdings. The data shows that Private Wealth Partners made some interesting moves, with some holdings increasing in value, while others saw a decrease.

One of the biggest increases was in Microsoft Corporation (MSFT), which saw gains of 8.8% in the number of shares held and a 8.3% increase in the value of the shares. Apple Inc (AAPL) also saw an increase in the number of shares held, increasing by 2.99%, but there was a decrease in the value of the shares, down by 3.2%.

Visa Inc (V) was another significant mover, with the number of shares held increasing by 4.95% and the shares' value growing by 22.8%. Other significant gainers in holdings included Merck & Co Inc (MRK), with a 1.42% increase in shares held and a 30.7% increase in value, and Johnson & Johnson (JNJ), with a 4.47% increase in shares held and a 13% increase in value.

Some of the notable decrease in holdings were Amazon Com Inc (AMZN), which saw a decrease of 3.6% in the number of shares held and a significant decrease of 23% in the value of the shares. Chevon Corp New (CVX) also saw a decrease in the number of shares held, going down by 0.6%, but an increase of 24.2% in the shares' value. Another decrease came from Alphabet Inc (GOOGL), which saw a 2.8% decrease in the shares' value, despite an increase of 2.7% in the number of shares held.

It's important to note that Private Wealth Partners continue to hold shares in these companies, indicating confidence in them despite changes in the values of the shares held. For instance, Private Wealth Partners still holds over 650,000 shares in Apple Inc, indicating their belief in the tech giant's long-term prospects.

One interesting development in Private Wealth Partners' Q4 2022 holdings is the appearance of Pacer FDS TR, a new holding with 27,601 shares valued at $1,202. This ETF invests in US mid-cap companies with a value tilt, which might indicate a diversification away from larger tech and healthcare stocks.

Overall, Private Wealth Partners' Q3 2022 and Q4 2022 13F holdings comparison reveals a number of interesting trends in their holdings. Despite some fluctuations in the value of certain shares, Private Wealth Partners have remained confident in their overall portfolio, evidenced by their continuing to hold shares in the vast majority of the companies in their portfolio. We will have to wait and see how these holdings develop further in Q1 of 2023.

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