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Prio Wealth Limited Partnership Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 25 January, 2024

Investments play a crucial role in shaping financial portfolios and determining the success of wealth management strategies. Keeping an eye on the changes in holdings of funds is essential to understand market trends and make informed investment decisions. In this article, we will examine the Q3 2023 and Q4 2023 13F holdings comparison of Prio Wealth Limited Partnership. Let's dive into the data and explore how the fund's positions have shifted.

Apple Inc. (AAPL)

Starting with the technology giant, Apple Inc., we can see a slight decrease in the number of shares held by Prio Wealth Limited Partnership. In Q3 2023, the fund held 1,383,028 shares, and this number slightly decreased to 1,369,133 shares in Q4 2023, representing a change of -11.3%. The value of the holdings also increased from $236,788,000 in Q3 2023 to $263,599,000 in Q4 2023. This demonstrates that despite the decrease in shares, the value of the investment grew, indicating a positive shift in the overall performance of Apple Inc.

Microsoft Corp. (MSFT)

Moving on to Microsoft Corp., we observe that the number of shares held by Prio Wealth Limited Partnership remained relatively stable. In Q3 2023, the fund held 441,343 shares, and in Q4 2023, the number of shares increased slightly to 441,814, representing a change of 19.2%. The value of the holdings also rose from $139,354,000 in Q3 2023 to $166,139,000 in Q4 2023. This indicates a positive sentiment towards Microsoft Corp. and suggests that the fund sees growth potential in the technology giant.

Broadcom Inc. (AVGO)

In the case of Broadcom Inc., Prio Wealth Limited Partnership saw a decrease in the number of shares held. In Q3 2023, the fund held 114,545 shares, while in Q4 2023, the number decreased to 110,909 shares, representing a change of -30.1%. However, the value of the holdings increased from $95,138,000 in Q3 2023 to $123,802,000 in Q4 2023. This indicates that although the fund reduced its position in Broadcom Inc., it believes in the company's growth potential and increased the value of its investment.

Alphabet Inc. (GOOG)

Shifting our focus to Alphabet Inc., the parent company of Google, we can see a minor increase in the number of shares held by Prio Wealth Limited Partnership. In Q3 2023, the fund held 812,645 shares, and in Q4 2023, the number slightly increased to 815,205 shares, representing a change of 7.2%. The value of the holdings also grew from $107,147,000 in Q3 2023 to $114,886,000 in Q4 2023. This suggests that Prio Wealth Limited Partnership recognizes the potential of Alphabet Inc. and decided to increase its exposure to the company.

Amazon.com Inc. (AMZN)

Let's now explore the e-commerce giant, Amazon.com Inc., and its impact on Prio Wealth Limited Partnership's portfolio. The fund held 573,031 shares in Q3 2023, which increased to 582,507 shares in Q4 2023, representing a change of 21.5%. The value of the holdings also rose from $72,843,000 in Q3 2023 to $88,506,000 in Q4 2023. This demonstrates the fund's confidence in Amazon's growth prospects despite the slight fluctuations in the market.

NVIDIA Corporation (NVDA)

Moving to the semiconductor industry, Prio Wealth Limited Partnership held 169,496 shares of NVIDIA Corporation in Q3 2023. The number of shares slightly decreased to 167,319 in Q4 2023, bringing the change to 12.4%. The value of the holdings also increased from $73,729,000 in Q3 2023 to $82,859,000 in Q4 2023. This indicates that while the fund reduced its position in terms of shares, it believes in NVIDIA's future success and increased the value of the investment.

Thermo Fisher Scientific Inc. (TMO)

In the healthcare sector, Thermo Fisher Scientific Inc. caught the attention of Prio Wealth Limited Partnership. The fund held 126,320 shares in Q3 2023, which slightly increased to 129,215 shares in Q4 2023, representing a change of 7.3%. The value of the holdings also grew from $63,939,000 in Q3 2023 to $68,586,000 in Q4 2023. This demonstrates the fund's confidence in Thermo Fisher Scientific Inc.'s growth potential and its commitment to the healthcare industry.

Walmart Inc. (WMT)

Turning our focus to the retail industry, we can observe a slight decrease in Prio Wealth Limited Partnership's position in Walmart Inc. The fund held 435,483 shares in Q3 2023, which decreased to 432,649 shares in Q4 2023, representing a change of -2.1%. The value of the holdings also decreased from $69,646,000 in Q3 2023 to $68,207,000 in Q4 2023. This minor decrease suggests a possible reevaluation of the retail sector by the fund.

This is just a snapshot of the changes in holdings of Prio Wealth Limited Partnership's fund. By analyzing the data, we can gain insights into the fund's investment strategies and market sentiment. However, it is essential to remember that these holdings are subject to continuous changes, and investors should conduct thorough research and consult professionals before making any investment decisions.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison of Prio Wealth Limited Partnership helps uncover trends and shifts in investment strategies. From the data we've examined, it is evident that the fund has adjusted its positions based on various factors such as market performance and growth potential.

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