Beck Capital Management, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As we move towards the end of the year, investors are always curious to see what changes major investment firms make to their holdings. Beck Capital Management, LLC recently released their Q3 2022 vs. Q4 2022 13F holdings comparison, and there are some interesting findings to report. Let's take a closer look at some of the changes made by Beck Capital Management in the table below.

RTL - The Necessity Retail REIT Inc Class A Common Stock

Beck Capital Management decreased their holdings in RTL by 8.4% in Q4 2022, with a reduction from 1,310,304 shares to 1,190,088 shares. The value of the shares decreased as well, with a drop from $7,705,000 to $7,057,000.

MSFT - Microsoft Corp

The investment firm significantly reduced their holdings in Microsoft, with a decrease of 10.6%, going from 26,900 shares in Q3 to 23,362 shares in Q4. The value of the shares also dropped from $6,265,000 to $5,602,000.

AGNC - AGNC Investment Corp

Beck Capital Management made an impressive move with their holdings in AGNC. They increased their shares by a whopping 87.8%, rising from 267,698 shares in Q3 to 409,000 shares in Q4. The increase in value is also notable, moving from $2,254,000 to $4,233,000.

OKE - ONEOK Inc

Another stock that saw significant growth in Beck Capital Management's holdings was ONEOK Inc. The investment firm increased their shares from 64,741 in Q3 to 63,936 in Q4, with an increase in value from $3,317,000 to $4,200,000.

PECO - Phillips Edison & Co Inc Common Stock

Beck Capital Management made a substantial decrease in their holdings in Phillips Edison & Co, going from 141,506 shares in Q3 to 90,496 shares in Q4, a drop of 27.4%. The value of the shares also saw a decrease, falling from $3,969,000 to $2,881,000.

Conclusion:

Beck Capital Management made some significant changes in their holdings during the Q3 2022 vs. Q4 2022 period. While they made reductions in some stocks like RTL and Microsoft, they made impressive increases in others like AGNC and ONEOK. It's always interesting to see the changes that investment firms make and the reasons behind them. As we look towards 2023, it will be worth keeping an eye on these stocks to see if any additional changes are made.