Wealthstreet Investment Advisors' Q4 2021 vs Q1 2022 13F Holdings Comparison Report: An Insightful Analysis of the Fund's Investment Strategy and Portfolio Allocation

Wealthstreet Investment Advisors, LLC is an independent investment advisory firm that manages portfolios for institutions, high net worth individuals and families, and other sophisticated investors. The firm recently released its 13F holdings comparing Q4 2021 with Q1 2022. The report includes a summary of the fund's changes in holdings over the given period, along with the percentage changes. This report provides valuable insights into the fund's investment strategy, portfolio allocation, and prospective decisions that could impact the clients' portfolio performance. This blog post aims to summarise the salient details of the report and discuss its implications for the investors.

The report reveals that the Wealthstreet Investment Advisors, LLC fund added some stocks to its portfolio, reduced some, while also maintaining some. In terms of stocks that the fund added to its portfolio, we see the addition of a new stock, WYNN Resorts LTD, with 200 shares valued at $16,000. On the other hand, some stocks that saw significant increases in the number of shares include VTV, with the addition of 83 shares, bringing its total shares to 415, AGG, with the addition of 29 shares, bringing its total shares to 191, and VUG, with the addition of 42 shares, bringing its total shares to 332. These results suggest an increased focus on ETFs by the fund for Q1 2022.

Furthermore, the report indicates that the fund reduced its holdings in some stocks, including EMB, with the complete sale of its 131 shares valued at $14,000, FXI, with the sale of 300 shares that represent a 30.9% reduction, and LVS, with the sale of two shares valued at $2,000, equalling a percentage change of 3.1%. Moreover, the fund decreased its holdings in some ETFs, such as SMH, with the reduction of 80 shares that represent a 13% decrease and VFC, with a reduction of 150 shares that represent a 22.5% decrease.

Finally, some stocks in the fund's portfolio remained unchanged during the period, including Apple Inc (AAPL), Advanced Micro Devices Inc (AMD), AT&T Inc (T), and American Electric Power Co Inc (AEP). The fund maintained the same number of shares, indicating that they may believe that the stocks' prospects are still strong.

The comparison of the percentage changes between Q4 2021 and Q1 2022 further highlights the Wealthstreet Investment Advisors, LLC fund's changes in holdings. Nine of the stocks in the fund's portfolio saw a decrease in value ranging from a negative 2.6% to a negative 30.9%, while nine stocks saw an increase ranging from 3.1% to 33.3%, with one ETF (SPEM) showing no change. These results suggest that the fund's decision-making process is still prone to market volatility and the fluctuation of stock values.

In conclusion, the Wealthstreet Investment Advisors, LLC Q4 2021 vs. Q1 2022 13F Holdings Comparison report provides significant insights into the fund's investment strategy and portfolio allocation changes. The addition of new stocks and the reduction of some shares suggest that the fund is still carefully considering different investment options while also managing market risks. Additionally, the focus of the fund on maintaining ETFs is evident, suggesting a preference for diversification and the creation of a well-rounded portfolio. As always, investors should take these results with a grain of salt and account for their individual investment objectives and risk tolerance.