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Revealing Cambridge Investment Research Advisors' Q3 vs. Q4 2022 Fund Holdings

Ava Hoppe | 28 April, 2023

Cambridge Investment Research Advisors, Inc. recently released a report comparing its fund holdings during the third quarter and fourth quarter of 2022. The comparison highlights the changes in holdings for major companies, their option types, number of shares, value in dollars, and percentage change. It provides an excellent glimpse into the broader market trends and enables investors and financial experts to make informed decisions.

In this blog post, we will be dissecting the data and taking a closer look at some of the significant changes in holdings between Q3 and Q4 of 2022.

Overview

The data from the Cambridge Investment Research Advisors, Inc. report shows that most companies experienced an increase in their holdings' value. However, a handful also experienced a decline, as evidenced in the table's "Chg %" column.

Technology giant Apple Inc. saw the most significant decrease in holdings value with an 8.7% drop in Q4 compared to Q3. On the other hand, companies like Chevron and Johnson & Johnson fared well and experienced significant gains, with 24% and 10.5% increases in holdings value, respectively.

Changes in Holdings

Some notable changes in holdings for various companies were witnessed during this period. Here are some highlights:

1. Apple Inc.

Apple Inc. witnessed a decline in holdings with a 2.9% drop between the two quarters. This drop is reflected in the company's value column, which decreased by over $60,000. It remains to be seen whether this trend will continue into 2023.

2. Microsoft Corporation

Microsoft Corporation's holdings remained relatively stable between Q3 and Q4, decreasing by only 0.04%. However, the value of the company's holdings saw a 3% increase.

3. Amazon

Amazon's holdings, like Apple's, experienced a decline in value between Q3 to Q4. The company's holdings value fell by over $70,000, representing a 26.9% decrease.

4. Exxon Mobil

Exxon Mobil Holdings fared well during this period. It experienced a 29% increase in holdings value, representing a gain of almost $15,000.

5. Tesla

Tesla, the electric car manufacturer, saw a drastic decline in its holdings value during Q4. The company experienced a 59.2% decrease, representing a loss of over $83,000.

Conclusion

The Cambridge Investment Research Advisors, Inc. Q3 vs. Q4 2022 report provides valuable insights into the ever-changing nature of the stock market. The data shows how some companies' performance can change drastically in a matter of months, and investors can benefit from understanding these changes.

While we can't predict the future, we can analyze past trends to make informed decisions. Analysts can use this data to see which companies are performing well, which ones are not, and where to focus future investments. It remains to be seen how these trends will continue in 2023, but investors should continue to monitor these developments closely.

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