Blog Posts
Financial & Investment Management Group Ltd is a well-known financial institution with a reputation for delivering high-quality investment strategies for their clients. The company recently released i...
The end of the year is often marked by a flurry of changes in investment portfolios, and this year is no exception. Investment management firm Darwin Wealth Management, LLC recently released its Q3 20...
Q3 vs Q4 2022 13F Holdings Comparison Reveals Changes in Fund Holdings Including TOTL, PFFV, and VTI
Bedel Financial Consulting, Inc. recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which shows the changes in holdings for a variety of different funds. One notable fund that saw ch...
As the third quarter of 2022 came to a close, KCS Wealth Advisory's 13F holdings showed a number of notable changes. With the release of the Q4 2022 holdings comparison, we can now get a better sense...
Looking at the changes in holdings of the Legacy Private Trust Co, it is clear that there have been quite a few changes from Q4 2022 to Q1 2023. The 13F Holdings comparison shows that there have been...
Nadler Financial Group, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonNadler Financial Group, Inc. recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, which included a signific...
As an investment management firm, Ellington Management Group LLC oversees a diverse range of assets across various sectors and markets. The firm recently filed its 13F report for Q1 2021 and Q2 2021,...
Punch Card Management L.P., a prominent investment management firm, has recently unveiled its Q3 2022 and Q4 2022 13F Holdings Comparison report, with a comprehensive analysis of the changes in the ho...
Eagle Asset Management, a subsidiary of Raymond James Financial Inc. is an investment management company that provides equity and fixed-income investment solutions for institutional and individual inv...
Confluence Investment Management LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonConfluence Investment Management LLC has recently filed its Form 13F with the SEC, which reveals the company's holdings...
Ulysses Management LLC is a hedge fund company with over $1 billion in assets under its management. Every quarter, the fund discloses its holdings through a Form 13F filing with the Securities and Exc...
Sequent Asset Management, LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonSequent Asset Management, LLC (Sequent) is a US-based investment company that manages assets for institutional investors, high...
Accipiter Capital Management, LLC Q2 2018 vs. Q3 2018 13F Holdings ComparisonAccipiter Capital Management, LLC, a hedge fund that manages over $600 million in assets, recently filed their 13F report f...
Wakefield Asset Management LLLP is a diversified investment management firm that employs an active investment management style to develop investment strategies that help its clients achieve their fina...
Fpr Partners LLC Q3 2022 vs. Q4 2022: A Look at the Changes in Holdings of the FundFpr Partners LLC is a hedge fund that specializes in investing in equities of small-cap and mid-cap companies. The fu...
Matrix Capital Management Company, LP is a well-known hedge fund that has recently released its latest 13F filings with regards to the third and fourth quarters of 2022. The report showcases a compari...
Foundry Partners, LLC is a renowned investment management firm that offers investment services for high-net-worth individuals, corporations, and institutional clients. As part of its investment servic...
Introduction:NorthCoast Asset Management, LLC is a registered investment adviser that provides customized managed accounts, mutual funds, alternative investments, and other investment services to indi...
APG Asset Management US Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonAPG Asset Management US Inc. is a global investment firm that manages many different funds throughout the world. One of its fund...
Venor Capital Management LP Q2 2022 vs. Q3 2022 13F Holdings ComparisonVenor Capital Management LP is a registered investment adviser based out of New York, managing over $1.7 billion in assets, with...
Madden Advisory Services, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonMadden Advisory Services, Inc. is a registered investment advisor operating out of Reston, Virginia. Among their services, the...
Analyzing Flowering Tree's Q2-Q3 2020 13F Holdings Comparison: Decreased Holdings in Three Companies
Flowering Tree Investment Management Pte. Ltd. is a Singapore-based investment management firm that operates through various investment vehicles. It manages assets for individual and institutional inv...
As we move further into the third quarter of 2022, Candriam S.C.A.'s 13F filings show changes to their holdings. While changes to equity holdings can be a common practice, it's important to explore th...
Analyzing Walthausen & Co., LLC's Q3 2022 13F holdings: Key changes observed and their implications.
As we reflect on the third quarter of 2022, it's clear that Walthausen & Co., LLC has made some significant changes in their 13F holdings. In this blog post, we will review the data presented in the C...