The Rise and Fall: Analyzing HBK Sorce Advisory LLC Q3 2022 vs. Q4 2022 13F Holdings

HBK Sorce Advisory LLC is a financial institution that has recently released its Q3 2022 and Q4 2022 holdings. These holdings highlight the financial moves made by HBK Sorce Advisory LLC over the course of two quarters, comparing the respective number of shares and value of shares held in each institution during the given quarters.

The comparison of Q3 and Q4 2022 holdings shows that there have been substantial changes in the holdings of multiple funds. These changes are the result of a variety of factors, including market trends, institutional strategy, and individual stock prices. In this article, we will take a closer look at the fund holders, analyzing the changes in their Q3 and Q4 2022 holdings, and the reasons behind these changes.

SCHX, the Schwab Strategic Trust, saw a massive increase in shares held by HBK Sorce Advisory LLC from 8,223,597 in Q3 to 17,483,096 in Q4, resulting in a 126.7% increase in value. VEA, Vanguard Tax-Managed Funds, also increased their shares significantly from 494,804 in Q3 to 9,661,660 in Q4, representing a 2,153.9% change in value.

Invesco Exchange Traded Fund, OMFL, added shares in significant numbers in Q4 2022, totaling 5,197,570 shares compared to 2,045,650 shares held in Q3 2022, representing a surge of 179.3%. Vanguard Scottsdale Funds, VONG, also saw a considerable increase, moving from 1,005,603 to 1,946,976 shares, a 96.9% change in value.

On the other hand, DWM, Wisdomtrees Trust, experienced a massive decrease in shares held by HBK Sorce Advisory LLC, falling from 1,475,263 in Q3 to only 493,718 in Q4, resulting in a 60.8% loss in value. This was followed by TFI, Spdr Ser Trust, which saw a significant change after HBK Sorce Advisory LLC added shares to its held units. TFI accumulated 963,938 shares in Q4 2022 compared to 157,373 shares held in Q3 2022, resulting in an increase of 535.2% in value.

However, it is important to note that these numbers do not reveal the entirety of the market trends. While some funds experienced an increase in shares held, others suffered decreases, and in some cases, the noteworthy change doesn't always indicate a significant increase or loss. It all comes down to the factors that influence market movements.

In conclusion, HBK Sorce Advisory LLC Q3 and Q4 2022 13F holdings highlight significant changes in the holdings of numerous funds. While some witnessed increases in shares held, others lost shares, changing the value significantly. Keeping track of market trends and individual stock prices can help financial institutions like HBK Sorce Advisory LLC make informed decisions when it comes to their investment strategies.