investingreview.org logo
Evite el fraude, obtenga los hechos y encuentre lo mejor
Nothings Found.

Wall Capital Group, Inc. Q4 2022 vs. Q1 2023: A Comparison of Fund Holdings

Ava Hoppe | 14 May, 2023

The Wall Capital Group, Inc. has been an integral figure in the world of finance for many years. Their investment strategies have helped countless investors achieve their goals. As with any investment firm, Wall Capital Group regularly reports their holdings to the Security and Exchange Commission via form 13F.

In this article, we will explore the changes in Wall Capital Group, Inc.'s fund holdings between Q4 2022 and Q1 2023, as reported in their latest 13F form. We'll take a deeper dive into the data and discuss some of the notable changes in their holdings.

Let's begin by looking at the top five holdings for Wall Capital Group, Inc. in Q4 2022:

1. SGOV ("ISHARES TR") - 210,860 shares

2. XLK ("SELECT SECTOR SPDR TR") - 0 shares

3. IVV ("ISHARES TR") - 0 shares

4. SLY ("SPDR SER TR") - 53,260 shares

5. XLF ("SELECT SECTOR SPDR TR") - 0 shares

Now, let's compare those holdings to Q1 2023:

1. SGOV ("ISHARES TR") - 27,961 shares

2. XLK ("SELECT SECTOR SPDR TR") - 94,127 shares

3. IVV ("ISHARES TR") - 12,933 shares

4. SLY ("SPDR SER TR") - 53,045 shares

5. XLF ("SELECT SECTOR SPDR TR") - 124,503 shares

As we can see, Wall Capital Group, Inc. significantly decreased their holdings in SGOV from Q4 2022 to Q1 2023. The percentage change in shares from Q4 to Q1 was -86.7%.

On the flip side, the company increased their holdings in XLK, IVV, and XLF. The percentage change in shares from Q4 to Q1 for XLK was 100%, for IVV was 100%, and for XLF was 100%.

Additionally, we can see that Wall Capital Group, Inc. added new holdings in a number of different funds. For example, they added 24,775 shares of XLE ("SELECT SECTOR SPDR TR"), resulting in a percentage change of 8136.5%. They also added 15,629 shares of QUAL ("ISHARES TR"), which resulted in a percentage change of 1068.8%.

However, it wasn't all good news for the investment firm. They significantly decreased their holdings in MTUM ("ISHARES TR") by 94.8%, and in VLUE ("ISHARES TR") by 79.2%.

In conclusion, the changes in Wall Capital Group, Inc.'s holdings tell an interesting story. While the company decreased their holdings in some funds, they added to others. Their holdings in XLK, IVV, and XLF all increased by 100% from Q4 2022 to Q1 2023. As with any investment strategy, some holdings worked out well while others didn't. It'll be interesting to see how Wall Capital Group, Inc. adjusts their holdings in the future to better align with their investment goals.

Muchas personas han sido quemadas por fraudes y esquemas de Ponzi. Así que creamos este sitio web para ayudarlo a usted, el potencial inversionista, a obtener los datos, encontrar lo mejor y evitar el fraude y los esquemas Ponzi.

Toda la información proporcionada en este sitio web se proporciona sin garantía y con fines únicamente informativos.
InvestingReview.org no proporciona consejos de inversión. InvestingReview.org no es un asesor de inversiones y no está respaldado ni afiliado con ninguna agencia reguladora estadounidense o no estadounidense.


Empresas recientemente buscadas

Nota: los datos de búsqueda son acumulados por terceros y actualizados una vez al día.

Copyright © 2023 por InvestingReview.org / Todos los derechos reservados.