Comparing Changes in Holdings of Fund in Q1 2021 vs. Q2 2021: Insights Revealed

Investing in the stock market can be a lucrative venture, provided that you have a good strategy and keep a close eye on market trends. One useful tool for investors is the 13F filings, which provide insights into the holdings of institutional investors. In this blog post, we'll be analyzing the Q1 2021 vs. Q2 2021 13F holdings comparison for QS Investors, LLC, to see what changes were made and what insights we can glean from them.

First, let's take a look at some of the top stock holdings of QS Investors, LLC in Q1 2021 and Q2 2021. In Q1 2021, their top three holdings were BND (Vanguard BD Index Fds), IVV (iShares Tr), and IWB (iShares Tr). In Q2 2021, their top three holdings were IWB, VEU (Vanguard Intl Equity Index F), and LVHD (Legg Mason ETF Invt Tr). We can see that there were some changes in the top holdings, with VEU and LVHD replacing BND and IVV from Q1 2021.

Looking at the data more closely, we can see that some holdings saw significant changes in the number of shares held. For example, the number of shares of CWB (SPDR Ser Tr) held by QS Investors, LLC decreased by 28.9% from Q1 2021 to Q2 2021. On the other hand, the number of shares of CSCO (Cisco Sys Inc) held by the company increased by 67.8% during the same period. These changes suggest that the company is either shifting its investment strategy or responding to changes in the market.

In terms of values, the company's holdings in some stocks increased substantially, such as MSFT (Microsoft Corp) and LVHD, which saw an increase of 10.5% and 1.6% in value from Q1 2021 to Q2 2021, respectively. Other holdings, such as BNDX (Vanguard Charlotte Fds) and TIP (iShares Tr), saw decreases in value during the same period.

It's important to note that the changes in holdings of fund can be influenced by various factors, such as market conditions and company-specific events. With that said, looking at the changes in the holdings of QS Investors, LLC can provide some useful insights into the market trends and investment strategies.

In conclusion, analyzing the Q1 2021 vs. Q2 2021 13F holdings comparison of QS Investors, LLC provided some valuable insights into the changes made in their holdings. While we can't predict the future direction of the market, staying informed about the latest market trends can help investors make more informed investment decisions.