FC Advisory LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 21 October, 2023
FC Advisory LLC, a leading investment advisory firm, recently released its Q2 2023 and Q3 2023 13F Holdings Comparison. The report reveals the changes in the holdings of various funds during the quarter. Let's take a closer look at some of the key highlights.
Vanguard World FD (MGK) witnessed a decrease in shares by 4.9%, from 118,672 in Q2 2023 to 116,993 in Q3 2023. The value of the shares also decreased from $27,925,000 to $26,545,000.
Vanguard Intl Equity Index F (VEU) experienced a 6% decrease in shares, from 378,037 to 372,731. The value of the shares dropped from $20,568,000 to $19,333,000.
Vanguard Index FDS (VXF) saw a slight increase in shares, from 129,754 to 130,107. However, the value of the shares decreased from $19,311,000 to $18,648,000.
The holdings of Ishares TR (AGG) also saw a slight increase in shares, from 123,551 to 123,837. However, the value of the shares decreased from $12,101,000 to $11,645,000.
These are just a few examples of the changes in holdings across different funds. The data provides valuable insights into the investment decisions made by FC Advisory LLC during the specified period. It's important to note that these changes in holdings may have been influenced by various factors, including market trends, company performance, and investment strategies.
13F filings are a crucial component of the financial market, as they provide transparency and help investors make informed decisions. The Securities and Exchange Commission (SEC) requires institutional investment managers with assets over $100 million to file quarterly reports, known as 13F filings. These reports disclose the manager's investments in publicly traded companies, including stocks, options, and other securities.
While the 13F filings provide valuable information, it's essential to analyze the data in conjunction with other factors and conduct thorough research before making any investment decisions. The holdings of FC Advisory LLC reveal their investment strategies and potential market trends but should never be the sole factor influencing investment choices.
In conclusion, FC Advisory LLC's Q2 2023 and Q3 2023 13F Holdings Comparison shed light on the changes in holdings across various funds during the specified period. The data highlights the dynamic nature of the financial market and the need for thorough analysis when making investment decisions. Investors and financial professionals can use this information to gain insights into the investment strategies of FC Advisory LLC and potentially uncover market trends. However, it's crucial to consider this data in conjunction with other factors and conduct thorough research before making any investment decisions.
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