The Rise and Fall of Q4 2022 Investments: A Look at Princeton Capital Management LLC's Holdings

As the year comes to an end, investors are already analyzing their fortunes in the Q4 of 2022, and so far, it is clear that some investors are happy while others are disappointed with their holding's performance. This article focuses on one such investor, the Princeton Capital Management LLC. The fund has experienced significant changes in several holdings, some for the better and others not so much.

Investors looking to incorporate a sustainable and profitable strategy should look at what Princeton Capital has done right, learn from their mistakes and apply these lessons to their portfolios. Enlisting the right investment advisor or managing their money single-handedly can create profitable opportunities to increase their financial stability.

Princeton Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

- AAPL: Apple Inc

The third quarter of 2022 saw Princeton Capital Management holding 175,110 shares of Apple Inc. However, the Q4 of 2022 experienced a decline, with the total shares standing at 168,382. In value, the total shares stood at $24,200 in Q3, which dropped by -9.6% to $21,877 in Q4.

- MSFT: Microsoft Corp

Princeton Capital Management LLC's second-largest holding is in Microsoft Corp. In Q3, the fund held 81,229 shares, but this number has since declined to 74,913, losing -5% of its value. The total value in Q3 was $18,918, which decreased by -5% to $17,965 in Q4.

- GOOGL: Alphabet Inc

Alphabet Inc, popularly known as Google, was the third-largest holding for Princeton Capital Management LLC in Q3, with 143,505 shares held. However, in Q4, the numbers decreased to 127,884 shares, losing -17.8% of its value. The total value held in Q3 was $13,726, which decreased to $11,283 in Q4.

- AMZN: Amazon.com Inc

Princeton Capital Management LLC also held shares in Amazon.com Inc, one of the largest e-commerce platforms in the world, with a -32% drop in shares between Q3 and Q4, standing at 136,541 and 124,961, respectively. The total value also decreased from $15,429 in Q3 to $10,496 in Q4.

- ABBV: AbbVie Inc

Princeton Capital Management LLC held 49,653 shares in AbbVie Inc during Q3 2022, which increased slightly to 44,734 shares during the Q4 quarter, with a total value of $6,664 and $7,229, respectively. This represents an increase of 8.5% in value.

- NVDA: NVIDIA Corporation

NVIDIA Corporation was another holding that Princeton Capital Management LLC chose to invest in, with a decrease in shares from 46,150 in Q3 to 45,066 in Q4, a -17.6% drop in value from $5,602 in Q3 to $6,585 in Q4, representing an increase of 17.6% YoY.

- CCI: Crown Castle International Corp

Princeton Capital Management LLC traded 54,475 shares of Crown Castle International Corp in Q3, while in Q4, they reduced it to only 47,831 shares. The total value of the shares also dropped from $7,874 in Q3 to $6,487 in Q4, reflecting a loss of -17.6% YoY.

- Conclusion

Princeton Capital Management LLC experienced significant changes in its holdings in Q4, with several holdings losing significant value. It is crucial to note that analyzing the data and learning from mistakes can present a unique opportunity that investors can use to optimize their portfolios and earn higher returns. The best strategy for investors remains to develop a well-diversified portfolio with a mix of equities, bonds, and alternative investments to mitigate risks.