Blog Posts
Foothills Asset Management, Ltd. is a registered investment advisory firm, headquartered in Denver, Colorado, with satellite offices in Omaha and Mount Pleasant, SC. The firm manages portfolios for in...
Kalos Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonKalos Management Inc. is an investment management firm that manages mutual funds, exchange-traded funds (ETFs), and other investment v...
Rizvi Traverse Management, LLC is a well-known investment firm that manages separate client-focused equity portfolios. One way they stay on top of their portfolio is through a quarterly report of thei...
Trexquant Investment LP is a well-known quantitative hedge fund. As per their recently published quarterly 13F filings, they disclosed their equity holdings as of Q3 2022 and Q4 2022. Upon analyzing t...
Investors who are closely following the Mitsubishi UFJ Financial Group Inc (MUFG) fund’s activity might have recently realized that the fund has made some changes to its holdings in Q3 2022 and Q4 202...
As we move into the fourth quarter of 2022, Blankinship & Foster, LLC's 13F holdings have seen some significant changes. In this blog post, we will take a closer look at the changes in holdings of thi...
In the world of investing, tracking changes in a fund's holdings can provide valuable insights into a manager's investment strategy and performance. Apertura Capital, LLC recently released their 13F f...
Pacer Advisors, Inc. is an investment firm that invests in the equity markets of the United States. They aim to manage client portfolios with a focus on risk-adjusted returns. In this blog post, we wi...
Valmark Advisers, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonValmark Advisers, Inc. is a registered investment advisor that provides wealth management and investment advisory services to individu...
As we enter the final quarter of 2022, MainStreet Investment Advisors LLC has made some key changes to its 13F holdings. The fund has sold off its shares of some major tech stocks, while increasing it...
As investors, we're always keeping a close eye on what the biggest players in the market are doing. One way we do this is by looking at the quarterly filings of institutional investors through the Sec...
The world of investing can be overwhelming for those who are new to it, as well as those who have been in the game for a long time. One way to make investing easier is by analyzing trends in 13F filin...
Blue Bell Private Wealth Management, LLC recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, which outlines the changes in holdings of the fund over the past quarter. Looking at...
As the third quarter of 2022 comes to a close, Lombard Odier Asset Management (USA) Corp has released its 13F holdings comparison report for Q3 and Q4 of 2022. The report details the changes in the fu...
Introduction:The 13F filings of prominent funds and institutions help investors know what these big players are investing in, and how their investment strategy is evolving over time. In this article,...
Schwerin Boyle Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings ComparisonSchwerin Boyle Capital Management Inc, a privately held investment firm based in New York City, has recently released i...
Vision Capital Management, Inc., a privately held investment management firm based in San Francisco, California, recently released its 13F Holdings Comparison report for Q3 2022 and Q4 2022. The repor...
JRM Investment Counsel, LLC recently released its 13F holdings comparison for Q3 2022 and Q4 2022. The report analyzes the changes in holdings of the fund during this period across various companies a...
In the world of investing, fund holdings can fluctuate significantly from one quarter to the next. Brown Advisory Inc's recently released 13F filings comparing their Q3 2022 holdings to their Q4 2022...
Columbia Partners L.L.C. Investment Management, a hedge fund founded in 2001, recently filed its 13F with the Securities and Exchange Commission for the third quarter of 2018 and the fourth quarter of...
In the business world, investing in stocks and bonds is a common practice among companies to make a profit. Different types of mutual funds and investment firms are also established to earn on behalf...
Asset Management Advisors, LLC is a registered investment management firm that specializes in long-term equity investments. Their investment philosophy is centered around fundamental research and anal...
Smith Asset Management Group LP Q1 2021 vs. Q2 2021 13F Holdings ComparisonSmith Asset Management Group LP recently released its 13F holdings report for Q1 2021 and Q2 2021. The report details the cha...
Mirador Capital Partners LP is a hedge fund with a focus on the technology sector. Their latest 13F holdings report shows their investment activities for Q4 2022 versus Q1 2023, including changes in t...