The Rise and Fall of Smith, Moore & Co. Q4 2022 vs. Q1 2023 Holdings
Ava Hoppe | 14 May, 2023
Smith, Moore & Co. (SMC), the world-renowned investment firm, recently released its 13F filings for Q4 2022 and Q1 2023 to the US Securities and Exchange Commission, revealing its latest holdings and changes in its investment portfolio. The report shows that SMC has made significant gains on some stocks and significant losses on others.
SMC's top three holdings at the end of Q1 2023 were ISHARES TR (IVV), VANGUARD INDEX FDS (VTI), and APPLE INC (AAPL), with 91368, 178369, and 149662 shares respectively. However, while IVV and VTI saw a slight decrease in shares from Q4 2022 to Q1 2023, AAPL saw a significant increase of 27.3%.
In contrast, some of SMC's holdings saw a substantial decline in shares. For example, WALMART INC (WMT) saw a decrease of 176 shares from Q4 2022 to Q1 2023, a drop of 1.58%. Meanwhile, SCHWAB STRATEGIC TR (SCHD) saw a considerable increase in shares of 42.7%.
One of the most notable changes in SMC's investment portfolio was its investment in TESLA INC (TSLA). The company saw an increase in shares of 86.1% from Q4 2022 to Q1 2023. This significant increase is likely due to the company's growing popularity and its focus on renewable energy.
Another significant change in SMC's portfolio was its investment in MICROSOFT CORP (MSFT). The company saw an increase in shares of 21.4% from Q4 2022 to Q1 2023. This increase is likely due to the company's continued growth and strong financial performance.
Overall, SMC's 13F filings reveal a mixed bag of gains and losses in its investment portfolio. While some investments saw substantial growth, others saw significant losses. However, this is not surprising, as the stock market can be unpredictable and subject to sudden changes.
In conclusion, investors who follow SMC should analyze these filings carefully before making investment decisions. While SMC is an esteemed investment firm, its holdings and investments are still subject to the same risks and market fluctuations that affect all investors.
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