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Analyzing Rinet Co LLC's Holdings: Q2 2021 vs. Q3 2021

Ava Hoppe | 24 April, 2023

As Q3 of 2021 draws to a close, investors are gearing up for the next wave of earnings reports and financial statements. However, before we look forward, it is important to reflect on the last quarter's financial performance. Rinet Co LLC, a leading investment management firm, recently released their 13F Holdings Comparison for Q2 2021 versus Q3 2021. In this blog post, we will analyze the report and identify some of the key changes in holdings.

Overview of Rinet Co LLC

Before delving into the details of the 13F Holdings report, it is important to provide some background on Rinet Co LLC. Rinet is an investment management firm that offers a range of services, including portfolio management, risk management, and financial planning. The firm has a long history of providing high-quality financial services to clients and prides itself on its commitment to excellence. With offices in multiple countries, Rinet Co LLC has a global reach and manages billions of dollars in assets for its clients.

Changes in Holdings from Q2 2021 to Q3 2021

Now, let's take a closer look at the 13F Holdings Comparison. The report provides a comprehensive overview of Rinet's holdings, including the Issuer Name, Option Type, Q2 2021 (SHARES), Q3 2021 (SHARES), Q2 2021 VALUE ($000), Q3 2021 VALUE ($000), and Chg %. In total, the report covers 46 holdings, with some notable changes.

One of the biggest changes in holdings was the increase in shares for AGG (iShares TR) from 288,380 in Q2 2021 to 355,670 in Q3 2021. This spike in shares resulted in a 22.8% change in value from $33,259 in Q2 2021 to $40,842 in Q3 2021. Another significant change in holdings was the decrease in shares of META (Facebook Inc) from 78,073 in Q2 2021 to 39,144 in Q3 2021. This decrease in shares resulted in a 51.1% change in value from $27,147 in Q2 2021 to $13,285 in Q3 2021.

Other notable changes in holdings included the 102.5% increase in shares of MSFT (Microsoft Corp) from 3,570 in Q2 2021 to 6,944 in Q3 2021, resulting in a 102.5% change in value from $967 in Q2 2021 to $1,958 in Q3 2021. Conversely, there was a 21.6% decrease in shares of LHCG (LHC Group Inc) from 28,010 in Q2 2021 to 28,010 in Q3 2021, resulting in a 21.6% change in value from $5,609 in Q2 2021 to $4,395 in Q3 2021.

Conclusion

In conclusion, the 13F Holdings Comparison for Rinet Co LLC's Q2 2021 versus Q3 2021 provides investors with valuable insights into the firm's portfolio changes. While some of the changes in holdings were expected, such as the increase in shares for MSFT, others, such as the decrease in shares for META, were more surprising. Overall, it will be interesting to see how these changes affect Rinet's performance going forward and how the firm's investment strategy evolves over time. As always, investors should carefully review this report and consider their own investment objectives before making any decisions related to their portfolio.

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