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Solstein Capital’s Q4 2022 vs Q1 2023 13F Holdings Comparison

Ava Hoppe | 4 May, 2023

2022 has been an eventful year for Solstein Capital, just like for the entire world. Financial markets have been significantly impacted by the ongoing Covid-19 pandemic, geopolitical tensions, and changing economic conditions. In this article, we’ll analyze Solstein Capital’s Q4 2022 vs. Q1 2023 13F holdings comparison.

Solstein Capital is a well-known financial management company that primarily invests in equities, fixed-income securities, and alternative investment opportunities globally. We’ll analyze their 13F filings, which provides transparency to investors about the company’s holdings, managers, and team.

Solstein Capital, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Solstein Capital’s Q4 2022 vs. Q1 2023 13F holdings comparison indicates that the company has made several key changes to its portfolio during the period. The company has invested in many new positions while exiting from several other ones. Here are some of the significant updates from Solstein Capital’s Q4 2022 vs. Q1 2023 13F filings:

Technology stocks are still the major focus for Solstein Capital as they continue to make significant investments in the sector. They have made small changes in their investment positions of Apple and Microsoft, but technology sector ETFs like the SPDR S&P 500 ETF and iShares Dow Jones US Technology ETF have seen significant changes. The company has almost tripled its holding in SPDR S&P 500 ETF, while iShares Dow Jones US Technology ETF was added to the portfolio in Q1 2023.

In contrast, Solstein Capital has completely exited several ETFs, such as ProShares Short QQQ, which provides short exposure to the Nasdaq 100 Index, and ProShares Short Russell 2000 ETF, which offers short exposure to the small-cap Russell 2000 Index.

Some of the other significant exits from Solstein Capital’s portfolio are in ProShares Short S&P 500 ETF, ProShares Short MSCI Emerging Markets, and ProShares Short FTSE China 50 ETF. All these ETFs were completely removed from the portfolio in Q1 2023.

Energy stocks, including BP PLC and Exxon Mobil Corporation, have not performed well in 2022. The company appears to have significantly reduced its exposure to the energy sector and exited from ETFs like Select Sector SPDR Energy ETF and VanEck Vectors Oil Services ETF.

Financials and healthcare sectors have undergone significant changes too. Prudential Financial Inc. and Lilly Eli & Co. were completely removed from the portfolio in Q1 2023. Meanwhile, some of the key holdings in the healthcare sector have been increased, such as the shares of CyberArk Software Ltd. and Franco-Nevada Corporation, which were added to the portfolio in Q1 2023.

Conclusion

In conclusion, Solstein Capital’s Q4 2022 vs. Q1 2023 13F holdings comparison provides a glimpse into how the company has changed its investment outlook for various sectors during the period. The company seems to have significantly reduced its exposure to the energy sector, while it remains bullish about technology and the healthcare sector’s long-term prospects. In 2023 and beyond, we’ll keep an eye on how these investment decisions play out for Solstein Capital and its investors.

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