Tealwood Asset Management Inc Q4 2022 vs Q1 2023: A Look at Their Changing Fund Holdings

Tealwood Asset Management Inc is a Minneapolis-based registered investment advisor that manages a broad range of investment products for individuals and institutions. As with all investment advisors, Tealwood is required to submit a quarterly report, known as Form 13F, which lists all of the securities held in their portfolio. These quarterly filings provide valuable insights into the holdings of various investment firms, including Tealwood. In this article, we will take a look at Tealwood's Q4 2022 vs. Q1 2023 13F holdings and explore the changes in their fund's investments.

Tealwood's portfolio is composed of securities from various industries, with a focus on technology, healthcare, and finance. As of the end of Q4 2022, the Tealwood's portfolio was valued at $1.09 billion, which increased to $1.16 billion at the end of Q1 2023. This increase in value can be attributed to Tealwood's successful investment strategy and the overall positive market environment in Q1 of 2023.

One of the significant changes that Tealwood made in their portfolio was the increased investment in Blackstone Inc (BX), a global investment company that manages over $650 billion in assets. Tealwood's investment in BX increased from 20,552 to 28,360 shares, representing an increase of 38%. This increase in investment can be attributed to the strong performance of BX in Q4 2022 and Q1 2023, driven by the continued growth in the global economy.

Another significant change in Tealwood's portfolio was the acquisition of 3,473,399 shares of Meta Platforms Inc (META), previously known as Facebook Inc. This acquisition was made possible due to the rebranding of Facebook to Meta Platforms, which caused the company's stock to surge by over 29%. Tealwood's investment in META is reflective of their bullish sentiment towards the metaverse, as Meta Platforms seeks to expand beyond its social media roots and become a dominant player in the virtual reality space.

Tealwood also increased its holdings in several other companies, including Docusign Inc (DOCU), BJ's Wholesale Club Holdings Inc (BJ), Seagate Technology Holdings Plc (STX), and Palo Alto Networks Inc (PANW). Conversely, Tealwood also reduced its holdings in several companies, including Regeneron Pharmaceuticals (REGN), UnitedHealth Group Inc (UNH), and Dominion Energy Inc (D), indicating a shift in focus away from these institutions.

In conclusion, Tealwood Asset Management Inc's Q4 2022 vs. Q1 2023 13F filings indicate a significant increase in their portfolio's value. This increase can be attributed to the successful investment strategy and positive market conditions in Q1 of 2023. Tealwood's increased investment in Blackstone Inc and Meta Platforms Inc is indicative of their bullish outlook on the global economy and the metaverse, respectively. However, their reduced holdings in several companies indicate a shift in their focus, which is a common occurrence in the dynamic world of investment. As the market continues to evolve, it will be interesting to see how Tealwood will leverage their expertise to navigate the complex investment landscape.