The Rise and Fall of WMS Partners' Fund Holdings - A Q3-Q4 13F Comparison

The third quarter of 2022 saw some solid 13F holdings for WMS Partners, LLC. Investors were optimistic about Vanguard, Price T Rowe Group, and American Centy ETF, which saw significant increases in shares. However, the fourth quarter of 2022 was a whole different story with some major changes in holdings.

Goldman Sachs ETF TR saw a whopping 97.8% increase in shares, while American Centy ETF and American Centy ETF TR also struggled for dominance, with gains of 124.2% and 175.6% respectively. On the other end of the spectrum, shares in Apple Inc dropped by 8.8%.

One of the notable gainers of the fourth quarter was the Vanguard Intl Equity Index Fund, increasing its shares a whopping 3713.6%. American Centy ETF also did well, gaining 2537.9% in shares. However, both ISHARES TR and INVESCO EXCHANGE TRADED FD T fared poorly with no shares held in the third and fourth quarters respectively.

In terms of value, the Goldman Sachs ETF TR and the Vanguard Scottsdale FDS saw the most significant gains for the fourth quarter, with an increase of $23,487 and $23,457 respectively. Meanwhile, the ISHARES TR lost $694 in value over the same period.

Overall, the Q3-Q4 comparison of WMS Partner's 13F holdings showed significant changes in holdings. While some stocks saw solid gains, others took a significant hit in their holdings. Nevertheless, the market is always unpredictable, and only time will tell which stocks will make a significant comeback in the future.