Analyzing Strategic Financial Services' Q3 vs. Q4 2022 13F Holdings Comparison: Top and Worst Performing Securities

The world of finance and investing can be a minefield for even the most experienced investors. Keeping track of a portfolio of stocks, bonds, and other securities can be a daunting task, but with the help of quarterly 13F filings, investors can stay ahead of the curve.

Strategic Financial Services, Inc's Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals some interesting insights into the performance of different securities during this period. In this blog post, we'll take a closer look at the changes in holdings of this fund, examining the top performers, worst performers, and what could have caused these changes.

Top Performers

The best-performing securities in this fund were VLUE, VFMO, and VWOB. VLUE, an iShares ETF, saw a 29.3% increase in shares, from 318,103 to 369,332. Its value also rose from $26,040,000 in Q3 to $33,660,000 in Q4, representing a 29.3% increase. VFMO, a Vanguard fund, saw an increase in shares from 236,318 to 252,290 and an increase in value from $24,994,000 to $28,776,000, or 15.1%. VWOB, another Vanguard fund, saw an increase in shares from 197,709 to 313,474 and an increase in value from $11,366,000 to $19,115,000 or 68.2%.

These funds represent strong performers over the period in part due to the overall strong market conditions of Q4 2022. Investors were buoyed by the post-pandemic economic recovery, leading to an increase in consumer confidence and higher stock prices. Additionally, there was a significant amount of quantitative easing by the Federal Reserve Board (Fed) which increased the money supply in circulation in the economy, creating additional demand for stocks.

Worst Performers

The poorest performing securities in the fund were GVI, GSLC, and TSLA. GVI, an iShares fund, saw a decrease in shares from 1,007,220 to 801,968 and a decrease in value from $102,424,000 to $82,169,000, or -19.8%. GSLC, a Goldman Sachs ETF, saw a decrease in shares from 159,365 to 123,088 and a decrease in value from $11,318,000 to $9,370,000, or -17.2%. Finally, TSLA, the well-known electric vehicle maker, saw a decrease in shares from 6,918 to 7,078 and a decrease in value from $1,835,000 to $871,000, or -52.5%.

The decrease in demand for GVI and GSLC appears to be a result of investors taking profits out of these funds as conditions in the market were not as favorable as in previous quarters. TSLA's poor performance can be attributed to a series of factors, but most notably on Chip Shortage that hit vehicle manufacturers globally. With the company's production significantly lower, the demand for its shares also decreased.

Conclusion

In conclusion, Strategic Financial Services, Inc's Q3 2022 vs. Q4 2022 13F Holdings Comparison offers us insights into the performance of different securities within this investment fund. The period was characterized by some securities performing exceptionally well, while others saw their value decrease. The overall strength of the market and quantitative easing implemented by the Federal Reserve Bank were the primary drivers behind the growth in some funds.

It is essential to note that past performance of securities is not always indicative of future results. Investors should always do detailed research on securities and their underlying assets before investing. Additionally, it is crucial to have a well-diversified portfolio to mitigate risks effectively. With this in mind, Strategic Financial Services' 13F Highlights Comparison offers an excellent starting point in analyzing the securities and their behaviors.