The Shifts and Trends in Wealth: A Look into Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison
Ava Hoppe | 4 May, 2023
The changes to aggregate investment holdings of 13F filers are always a subject of great interest to market analysts and investors alike. With the release of Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report, a lot of fascinating developments have been observed. In this article, we'll analyze the significant changes in holdings of this fund and try to understand what the numbers indicate for investors.
First, let's give a quick overview of what 13F holdings entail. Institutional investment managers who hold a certain amount of assets are required to file these reports with the Securities and Exchange Commission (SEC). These reports disclose the firm's holdings of publicly traded equity securities at the end of every calendar quarter.
The Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report shows the following changes in percentage:
VOO
Vanguard Index FDS has seen an increase of 26.7% in shares from Q4 2022 to Q1 2023. In dollar value, this translates to a share increase of $81,167, from $303,564,000 to $384,731,000.
VEA
Vanguard Tax-Managed FDS decreased by 3% in shares from Q4 2022 to Q1 2023. This amounts to a share decrease of $6,739, from $223,735,000 to $216,996,000.
IEFA
iShares Tr's shareholding of International Developed Equity was notably up by 6.7% from Q4 2022 to Q1 2023.
VTV
Vanguard Index FDS increased by a significant 3165.9% in shares from Q4 2022 to Q1 2023. This results in a share increase of $128,750, from $4,035,000 to $131,785,000.
After analyzing the data from CLA Wealth, it's clear that the company purchased shares of Vanguard Index FDS for Q1 2023, indicating its bullish stance on the market. iShares Tr also seemed to make a worthy investment in Q1 2023 and seems to indicate a continuation of its bullish stance on the developed markets, and its decisions seem to have paid off.
In conclusion, the Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides an insight into the company's investment portfolio's shifts and trends. It's crucial to note that the holdings of this fund may not be indicative of the broader market or other market participants. Nonetheless, it provides an overview of the company's investment strategy and insights into its decision-making approaches. As always, investors should exercise caution when interpreting the report and considering its implications for their investments.
Other Posts
- Western Standard LLC's Q3 2022 vs. Q4 2022 13F Holdings: Changes in Healthcare and Aerospace Sectors Noticed
- Analyzing the Q3 to Q4 2022 Holdings Changes of Charter Research & Investment Group, Inc.
- Investment Strategy: Key Insights from Financial Partners Group's Q3 2022 vs. Q4 2022 13F Holdings
- Sanders Morris Harris LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Peregrine Capital Management LLC 13F Holdings: Q3 2022 vs. Q4 2022
- Wealthstar Advisors Q3 vs. Q4 2022: A Comprehensive Analysis of Portfolio Changes
- Arlington Value Capital, LLC Q4 2019 vs. Q1 2020 13F Holdings Comparison
- Title: Analyzing Great Hill Partners’ Q3 2022 vs. Q4 2022 Holdings: A Comparison of Some Key Investments
- Diker Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Investing Made Easy: Comparing Q3 and Q4 2022 13F Holdings for Capital Advisors, Ltd. LLC