Comparing Ballentine Partners' Q3-Q4 2022 Holdings: A Look at the Upward-Trending Stocks and Funds

The third and fourth quarters of 2022 saw significant changes to Ballentine Partners' holdings, as evidenced by the 13F filings. While some stocks experienced losses, others saw growth, making them stand out from the rest.

The following blog post takes a closer look at some of the top-performing stocks and funds during the two quarters, and provides insights into what contributed to their success.

VTI - Vanguard Index Funds

One of the winners during Q3-Q4 2022 was VTI, which saw a share increase of 0.02% from 5.38 million to 5.39 million. Additionally, the value of the fund grew by 6.7%, from $966,350 to $1,031,404.

VTI tracks the performance of the CRSP US Total Market Index, which is comprised of large, mid, and small-cap stocks of more than 3,500 companies.

According to market analysts, the fund's growth can be attributed to the strong performance of the US stock market, which was propelled by a combination of factors such as low interest rates, positive earnings reports, and solid economic growth.

ITOT - iShares TR

Another top-performing exchange-traded fund was ITOT, which witnessed a significant increase in shares from 2.26 million to 3.12 million, representing a growth rate of 47.3%. The value of the fund also increased by 47.3%, from $180,021 to $265,234.

ITOT aims to capture the investment returns of the entire US stock market, representing more than 3,500 US companies' shares.

Several market analysts noted that the fund's impressive growth can be credited to the fact that it offers investors broad exposure to the US market, which is more diversified and cost-effective than the traditional index funds.

IEFA - iShares TR

IEFA saw impressive growth from Q3 to Q4 2022, with shares increasing from 2.14 million to 2.27 million, and value surging from $112,839 to $140,141, representing a 24.2% increase.

The IEFA fund offers investors exposure to developed market equities outside North America, with a particular focus on Europe, Japan, and the Asia Pacific.

Analysts believe the fund's growth can be attributed to increased investor interest in international stocks, driven mainly by the gradual economic recovery globally, which has led to rising returns in non-US equities, providing opportunities for portfolio diversification.

Conclusion

In conclusion, the 13F filings for Ballentine Partners, LLC in Q3-Q4 2022 revealed noteworthy changes in the holdings of some of its top-performing stocks and funds. While some funds experienced losses, others saw upward trends, with ITOT, VTI, and IEFA experiencing significant increases in value.

These growth trends may be attributed to various factors, such as an overall strong performance in the US stock market, the rising demand for international stocks, and the passive investment strategies these funds offer.

Investors must understand the underlying strategies of these funds, their fees, and their past performance before considering investing.