A Deep Dive into Bingham Osborn & Scarborough LLC's Q3 2021 vs. Q4 2021 13F Holdings

Bingham Osborn & Scarborough LLC has released its Q4 2021 13F holdings, and there have been significant changes compared to their Q3 2021 holdings. The 13F filings provide investors with a snapshot of institutional investors' stock holdings every quarter. In this article, we'll be analyzing Bingham Osborn & Scarborough LLC's Q3 2021 vs. Q4 2021 13F holdings comparison.

Understanding 13F Filings

Before diving into the changes recorded in Bingham Osborn & Scarborough LLC's Q4 2021 13F filings, it is essential to understand what the 13F filings entail. The 13F filings are required by the SEC of institutional investors and asset managers who hold over $100 million in assets under management. These filings indicate an investor's quarterly stock holdings, including the number of shares held and the total value of these shares. Although 13F filings don't provide a complete picture of an investor's portfolio, they are an excellent way to understand their investment strategy, risk appetite, and market sentiment.

Bingham Osborn & Scarborough LLC Q3 2021 vs. Q4 2021 13F Holdings

According to the Q4 2021 13F filings, Bingham Osborn & Scarborough LLC's total holdings decreased by 100%. In Q3 2021, Bingham Osborn & Scarborough LLC held 652,698 shares in the SPDR S&P 500 ETF TR, valued at $281,031 thousand. However, these shares were entirely sold off in Q4 2021. Additionally, Bingham Osborn & Scarborough LLC also sold all their holdings in the iShares TR, including IVV, IWB, IEFA, and IJR, which they held in Q3 2021.

Bingham Osborn & Scarborough LLC also sold all their holdings in Vanguard Funds, including VEA, VGT, and VNQ, which they held in Q3 2021. The fund also sold all their holdings in Invesco QQQ TR, Tesla Inc, SPDR Gold TR, and First Rep Bk San Francisco C. Notably, the fund sold all their shares in Facebook Inc, valued at $1,419 thousand, which they held in Q3 2021.

Conclusion

In conclusion, Bingham Osborn & Scarborough LLC's Q4 2021 13F filings indicate significant changes in their stock holdings, with the fund selling off all their holdings in several stocks they held in Q3 2021. While these 13F filings don't indicate the reasons behind these sales or purchases, they are an excellent way for investors to understand institutional asset managers' investment strategies and market sentiments.