Comparing Holdings of Pfs Investments Inc. Q3 2022 vs. Q4 2022

Pfs Investments Inc. is one of the largest institutional investors in the United States. This investment firm recently released its 13F holdings for Q3 2022 and Q4 2022, which have seen some changes. This blog post will analyze the holdings of this fund and the changes that took place between these two quarters.

Introduction

Pfs Investments Inc. is an investment firm that manages over $30 billion in assets. The firm uses a variety of investment strategies, including long-term value investing, quantitative investing, and event-driven strategies. As a large institutional investor, Pfs Investments Inc. is required to file a 13F form with the Securities and Exchange Commission (SEC) every quarter. The 13F form provides insight into the company's holdings, including the names of the companies and the number of shares held. The most recent 13F filings from Pfs Investments Inc. have shown some significant changes in holdings between Q3 2022 and Q4 2022.

Main Body

The 13F form filed by Pfs Investments Inc. shows that the company made some significant changes in its holdings between Q3 2022 and Q4 2022. The firm sold some of its shares in companies that it had a large stake in, while also increasing its holdings in other companies.

One of the most significant changes was the sale of shares in SPDR SERIES TRUST SPD (BIL) and ISHARES TRUST MBS ETF (MBB). In Q3 2022, Pfs Investments Inc. held 9,344,492 shares of BIL and 1,002,616 shares of MBB. However, by Q4 2022, the firm had reduced its holdings to 7,108,602 shares of BIL and 1,505,543 shares of MBB. This represents a decrease in holdings by 24% for BIL and an increase of 52.1% for MBB.

Pfs Investments Inc. also increased its holdings in INVESCO EXCHANGE TRADED F (QQQM) and SPDR SERIES TRUST PRT (SPYV). The company's holdings in QQQM increased from 1,073,420 shares in Q3 2022 to 1,133,899 shares in Q4 2022, representing a percentage increase of over 105,000%. Similarly, the firm's holdings in SPYV increased from 1,188,005 shares to 2,329,269 shares, representing an increase of over 121%.

Another notable transaction by Pfs Investments Inc. was its significant sale of shares in INVESCO EXCHANGE TRAD SLF (OMFL). In Q3 2022, the company held 1,524,419 shares of OMFL, which was entirely sold in Q4 2022. The firm's holdings in ISHARES TRUST USA QUA (QUAL) and J P MORGAN EXCHANGE-T (JEPI) also increased by 20.6% and 45.9%, respectively, between Q3 2022 and Q4 2022.

Pfs Investments Inc. also increased its holdings in some technology companies, including MICROSOFT CORP COM (MSFT) and APPLE INC COM (AAPL). In Q3 2022, the firm held 126,613 shares of MSFT, which increased to 132,241 shares in Q4 2022, representing an increase of over 7%. Similarly, the company's holdings in AAPL increased from 224,410 shares to 230,231 shares, representing an increase of over 3%.

Conclusion

In conclusion, Pfs Investments Inc. made some significant changes to its holdings between Q3 2022 and Q4 2022. The firm reduced its holdings in some companies while increasing its stake in others. The changes made show that Pfs Investments Inc. is constantly adjusting its portfolio to capture new investment opportunities and optimize its returns. These changes also provide insights into the company's investment strategy, which may be helpful to potential investors.