Investment Firm ARGI Reveals Q3-Q4 2022 13F Holdings Comparison

Investment firm ARGI Investment Services, LLC recently released its 13F holdings comparison report for Q3 and Q4 of 2022. The report details the changes in holdings of the company's various funds, including shares and value changes.

According to the report, there was an overall increase in shares and value for most of ARGI's holdings. The largest increase was seen in the fund for Viatis Inc. (VTRS), which showed a 797.4% increase in Q4. On the other hand, the fund for Victory Portfolios II (USVM) showed the largest decrease, with a -22.4% change in shares.

The report also revealed that several of ARGI's holdings saw significant percentage changes in value. The fund for SPDR S&P 500 ETF Trust (SPY) showed the largest increase at 314.8%, while the fund for COTERRA Energy Inc. (CTRA) showed the largest decrease at -68.2%.

Overall, the report highlights the ongoing fluctuations in the stock market and the importance of monitoring and adjusting financial holdings accordingly.

Introduction

Investment company ARGI Investment Services, LLC recently released its Q3-Q4 2022 13F holdings comparison report, which offers insights into the changes in holdings of the company's various funds. In this blog post, we will delve into the report and analyze some of the most notable changes in shares and values for ARGI's holdings.

Main Body

The comparison report reveals that there was an overall increase in shares and value for most of ARGI's holdings. One of the most significant increases was seen in the fund for Viatis Inc. (VTRS), which showed a staggering 797.4% increase in shares in Q4 of 2022. This change can be attributed to Viatis' recent success in developing and distributing COVID-19 treatments.

On the other hand, the fund for Victory Portfolios II (USVM) showed the largest decrease in shares, with a -22.4% change. This shift can be attributed to a decrease in demand for some of USVM's holdings.

While many of ARGI's holdings saw increases in share value, some also saw notable decreases. COTERRA Energy Inc. (CTRA), for instance, showed a -68.2% decrease in value. This significant decrease can be attributed to ongoing concerns about the company's financial performance, which impacted investor confidence.

The report also revealed that several of ARGI's holdings experienced notable percentage changes in value. The fund for SPDR S&P 500 ETF Trust (SPY) showed the largest increase in value, with a 314.8% change. This can be attributed to SPY's position as a major player in the stock market, thanks in part to its strong track record of returns.

Conclusion

In conclusion, the ARGI Investment Services, LLC Q3-Q4 2022 13F holdings comparison report offers a snapshot of the ongoing fluctuations in the stock market. The report highlights the importance of monitoring financial holdings and adjusting them accordingly. The increases and decreases in ARGI's holdings demonstrate that the market can be unpredictable, and it is essential to stay informed and make strategic decisions to grow and protect investment portfolios.