A Look at Accredited Investors Inc.'s Q4 2022 vs. Q1 2023 13F Holdings Comparison

2022 has been a rollercoaster year for many investors. The pandemic, global supply chain disruptions, and other factors have made the market even more volatile than usual. While some investors may have struggled, Accredited Investors Inc. seemed to weather the storm quite well with their 13F holdings showing increased shares in many popular stocks.

In this blog post, we'll take a closer look at Accredited Investors Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison. We'll examine how certain stocks have changed in value and percentage of shares held, and what this could mean for the rest of the year.

Before we dive in, let's take a moment to explain what a 13F filing is. The Securities and Exchange Commission (SEC) requires institutional investment managers with over $100 million in assets under management to file a Form 13F. This filing provides a quarterly report of institutions' equity holdings, including stocks, options, and convertible bonds.

With that out of the way, let's get started.

Starting with the most significant increase, Accredited Investors Inc. increased their shares in Roblox Corp (RBLX) by 58.6%, rising from 1,370,412 shares to 1,375,412 shares between Q4 2022 and Q1 2023. Despite the 24.4% change in shares held, American Centy ETF TR (AVDV) saw the highest increase in value. The stock's Q4 2022 value of $62,169 increased to $77,339 in Q1 2023.

United Parcel Service Inc (UPS) and Ishares TR (EFA) stayed consistent, with no change in the amount of shares acquired or their value between the two quarters. Meanwhile, SPDR Ser TR (SPYV) saw an increase in shares by 4.59%, rising from 1,861,779 to 1,948,606 shares. The value of the stock also rose from $72,404 to $79,347, a 9.6% change.

Ishares TR (IJR) and Ishares TR (IVV) saw a slight increase in shares, but a moderate increase in value. IJR went from 711,504 to 727,748 shares, experiencing a $2,037 increase in value. IVV had a 4.5% increase in shares, rising from 130,498 to 127,441 shares. The stock's value rose by almost $7,000, from $50,138 to $52,388.

Ishares TR (AAXJ) and Ishares TR (IWM) saw little-to-no change in their shares or value. On the other hand, Ishares TR (TLT) jumped from 373,158 shares to 427,102 shares, experiencing a 22.3% change in value, from $37,151 to $45,430. Ishares TR (IJH), Ishares TR (EFV), and 1/100 Berkshire Hathaway Inc saw moderate increases in shares, but nominal changes in value.

Schwab Strategic TR (SCHB) experienced a 29.5% increase in shares, rising from 738,235 to 894,973 shares, and a $9,744 increase in value. Apple Inc (AAPL) was another stock with a significant increase in value, from $31,297 to $39,582. The value rose by 26.5%, while the number of shares remained the same at 240,880.

Vanguard Index Fds (VTI) saw a 12.5% increase in value, while the number of shares increased by only 1.2%, rising from 20,945 to 22,064 shares. Meanwhile, Amazon Com Inc (AMZN) saw a 135.9% increase in value from $2,162 to $5,101, while the number of shares increased by only 83.

In conclusion, Accredited Investors Inc's Q4 2022 vs. Q1 2023 13F holdings comparison shows that they have remained active and successful over the past few months. Despite a volatile year for the market, the company has proven that it can still create growth and value for shareholders.

This comparison also shows the importance of keeping a close eye on institutional investment managers' 13F reports. Through close examination, analysts can detect trends, possible risks, and opportunities for growth when investing in the stock market.