Blog Posts
Investing in the stock market can be a great way to earn passive income and grow your wealth. However, it can be challenging to find the best stocks to invest in. This is where funds come into play. F...
McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023 13F Holdings ComparisonInvesting in the stock market is not for the faint-hearted. For investors, understanding the movements in the holdings of f...
Thank you for providing the CSV file containing the Q3 2022 and Q4 2022 holdings comparison for PointState Capital LP. In this blog post, we will summarize the changes in holdings of this fund.Firstly...
Hanseatic Management Services Inc Q3 2022 vs. Q4 2022 13F Holdings ComparisonHanseatic Management Services Inc is a hedge fund with millions of dollars in assets under management. The fund recently re...
Baker Ellis Asset Management LLC Q3 2022 vs. Q4 2022: A Fund Holdings ComparisonBaker Ellis Asset Management LLC recently released their 13F holdings comparison report for Q3 2022 and Q4 2022. The rep...
The recently released 13F filing for Gateway Investment Advisers LLC highlights a number of changes in the fund's holdings for Q1 2023 when compared to Q4 2022. This filing discloses the holdings of i...
Sanoor Capital Management LP is a hedge fund that was founded by Siddharth Mehta. The fund mainly focuses on the technology sector with a specific concentration on global software, payments, e-commerc...
Philadelphia Financial Management of San Francisco, LLC is a financial management company that has made some significant changes in its holdings in the Q3 2022 and Q4 2022. These changes have been rec...
Bogart Wealth, LLC has recently released their Q3 2022 vs. Q4 2022 13F holdings comparison, and the changes in the holdings of the fund are quite significant.One notable change is the decrease in hold...
Windham Capital Management, LLC is a well-known financial management company that offers its client base cutting-edge investment strategies and solutions to best suit their specific needs. In this blo...
Nokota Management, LP Q3 2021 vs. Q4 2021 13F Holdings ComparisonAs the year comes to a close, investors are eagerly anticipating what the next year will hold for the stock market. In the world of fin...
Arete Wealth Advisors, LLC is a financial company that aims to provide clients with the best possible investment solutions. The company recently released its Q3 2022 vs. Q4 2022 13F Holdings compariso...
Scopus Asset Management, L.P. is a global investment firm that specializes in long and short equity strategies. The firm recently released its 13F holdings comparison report for Q3 2022 and Q4 2022. T...
The Securities and Exchange Commission (SEC) released the latest 13F filing of Resource Planning Group for the third and fourth quarter of 2022. The filing is a quarterly report required of institutio...
WESPAC Advisors SoCal, LLC is a registered investment advisor that manages over $2 billion in assets. The firm recently filed its 13F report with the Securities and Exchange Commission (SEC) for the t...
Silver Rock Financial LP Q3 2022 vs. Q4 2022 13F Holdings ComparisonAs the third quarter of 2022 draws to a close, investors and analysts alike are eager to see how various funds and money management...
Westfield Capital Management Co LP recently released its 13F filings for Q3 2022 and Q4 2022, offering valuable insight into changes in holdings for their portfolio. The report shows changes in shares...
FC Advisory LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonFor the uninitiated, a 13F filing is a report that institutional investment managers must file with the Securities and Exchange Commission (S...
HighPoint Advisor Group LLC Q3 2021 vs. Q2 2022 13F Holdings ComparisonIn the world of investments, changes in holdings of a fund are always a subject of interest. For investors, changes in holdings c...
In the world of finance, understanding the changes in holdings of a fund can provide insights into the investment strategy of the fund manager. In the case of GuideStone Capital Management, LLC, the Q...
RMR Advisors LLC Q3 2020 vs. Q4 2020 13F Holdings ComparisonInvestors often look at 13F filings to monitor the changes in holdings of their favorite fund or manager. One such filing is that of RMR Adv...
Parallel Advisors, LLC is a well-known player in the investment advisory business, with a focus on providing strategic, dynamic and innovative investment solutions to its clients. As part of their com...
As the saying goes, "the only constant in life is change." This rings true in the world of finance, where stock market volatility and investor sentiment can quickly shift holdings in investment portfo...
In the world of investing, fund managers must constantly analyze and adjust their holdings to ensure their portfolio is optimized for maximum returns. This is exactly what Henry James International Ma...