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The Shifting Landscape of Greatmark Investment Partners, Inc.: A Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 28 April, 2023

The financial industry is full of surprises, and investing in stocks can be a wild ride. If you're interested in investing and the stock market, you've probably come across the term "13F filings" at one point or another. In short, 13F filings are SEC-required reports that publicly traded companies and institutional investors must submit to disclose their trading activities in the previous quarter. These reports give investors and analysts insight into a company's investment strategy and can help guide future investment decisions. One company that recently filed their 13F holdings comparison report is Greatmark Investment Partners, Inc. In this blog post, we'll take a closer look at their Q4 2022 vs. Q1 2023 13F holdings comparison and discuss the changes in their holdings throughout the period.

What is Greatmark Investment Partners, Inc.?

Before we dive into the details of Greatmark Investment Partners, Inc.'s 13F holdings, let's first understand who they are. Greatmark Investment Partners, Inc. is a financial management firm that provides investment advisory and portfolio management services to individuals, institutions, and other organizations. They offer a variety of investment strategies, including equity, fixed income, alternative investments, and more.

The Q4 2022 vs. Q1 2023 13F Holdings Comparison Report

Now, let's take a closer look at their Q4 2022 vs. Q1 2023 13F holdings comparison report. One of the most significant changes in Greatmark Investment Partners, Inc.'s portfolio was the reduction of their holdings in CVS Health Corp. (CVS). In Q4 2022, they held 208,687 shares of CVS, which had a value of $19,447,000. However, in Q1 2023, they reduced their holdings to 213,786 shares with a value of $15,886,000, representing an 18.3% decrease in their holdings. Another considerable change in their holdings was the increase in their Apple Inc. (AAPL) holdings. In Q4 2022, they held 198,936 shares of AAPL, valued at $25,847,000. In Q1 2023, they increased their holdings to 192,364 shares worth $31,720,000, representing a 22.7% increase in their holdings. Furthermore, they reduced their holdings in Devon Energy Corp. (DVN) by 16.6% (from 322,572 shares to 326,872 shares) and in Procter and Gamble Co. (PG) by 2% (from 11,396 shares to 11,381 shares). On the other hand, they increased their holdings in Microsoft Corp. (MSFT) by 15.2% (from 91,443 shares to 87,597 shares) and in The Travelers Companies Inc. (TRV) by 10.2% (from 45,041 shares to 44,245 shares).


The Q4 2022 vs. Q1 2023 13F holdings comparison report of Greatmark Investment Partners, Inc. revealed some notable changes in their holdings. While they decreased their holdings in some companies like CVS Health Corp. and Devon Energy Corp., they increased their holdings in others like Apple Inc. and Microsoft Corp. As exciting as these changes may be, it's important to remember that 13F filings only provide a snapshot of a company's holdings at a given point in time. Still, they offer valuable insights into investment strategies and can be a useful tool for investors looking to make informed decisions.

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