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The Rise and Fall of Partnervest Advisory Services LLC's Q2 2020 vs. Q3 2020 Holdings

Ava Hoppe | 2 May, 2023

Investment portfolios are continuously changing, and sometimes these shifts can be quite drastic. In this article, we will take a closer look at Partnervest Advisory Services LLC's Q2 2020 vs. Q3 2020 holdings and the changes that have occurred. From a rise in the value of SPDR S&P 500 ETF TR to a significant increase in the holdings of APPLE INC, let's explore what these changes could mean for investors.

Starting with SPDR S&P 500 ETF TR, we see that there has been an increase of 8.8% in the value of their shares. This ETF is designed to track the S&P 500 index, which is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. The fact that there has been a rise in the value of this ETF suggests that the stock market may be doing quite well.

Moving on to GOLDMAN SACHS ETF TR, we see a decline of 11.5% in the number of shares held by Partnervest Advisory Services LLC. This ETF is designed to provide exposure to U.S. investment-grade bonds and may be less risky than investing in individual bonds. The fact that there has been a decline in the number of shares held suggests that Partnervest may be less interested in investing in bonds and more interested in other opportunities.

When looking at the holdings of ISHARES TR, we see a slight decrease of 1.9% in the number of shares held. This ETF is designed to provide exposure to U.S. stocks that have lower volatility, which may be less risky for investors. While the decrease is small, it could suggest that Partnervest is looking to invest in other opportunities.

The biggest increase in holdings occurred in APPLE INC, with an increase of 310.1% in the number of shares held. This is a significant increase and could suggest that Partnervest is bullish on the performance of the company. APPLE INC is a major player in the technology industry and may be well-positioned for growth in the future.

Moving on to MICROSOFT CORP, we see an increase of 12.3% in the number of shares held. This tech giant has been performing well in the stock market and may continue to do so in the future. With more and more people relying on technology in their everyday lives, companies like MICROSOFT CORP could see continued growth.

Finally, we have OVERSTOCK COM INC DEL, which saw an increase of 128.9% in the number of shares held by Partnervest. This e-commerce company has been doing quite well in the stock market and may be well-positioned for further growth in the future.

In conclusion, Partnervest Advisory Services LLC's Q2 2020 vs. Q3 2020 holdings have seen some significant changes. While there have been decreases in the number of shares held in some ETFs, there have also been significant increases in individual companies like APPLE INC and OVERSTOCK COM INC DEL. These changes could suggest that Partnervest is bullish on certain industries and companies, and investors may want to pay attention to these shifts in the coming months.

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