Investing in Q4 2022? Analyzing Cahaba Wealth Management, Inc.'s Q3 2022 and Q4 2022 13F Holdings.
Ava Hoppe | 1 May, 2023
Cahaba Wealth Management, Inc. is a registered investment advisory firm that specializes in providing customized investment solutions to its clients. The firm's investment philosophy aims to generate long-term investment returns through a well-structured and diversified investment portfolio. The firm's Q3 2022 and Q4 2022 13F holding comparisons provide insight into how the company's investment strategy has changed during this period.
The comparison of the two 13F holdings reveals that there have been significant changes in the firm's investment positions. For example, in the third quarter, Cahaba Wealth Management, Inc. had 508,378 shares in ISHARES TR's IVV, worth $182,330, while in the fourth quarter, the firm held 527,382 shares, valued at $202,625, an 11.1% increase from the previous quarter. Similarly, the firm held 120,2633 shares worth $115,861 in ISHARES TR's AGG in the third quarter, while in the fourth quarter, the firm held 122,2482 shares valued at $118,568, an increase of 2.3%.
In contrast, the firm's position in MUB has decreased significantly from 204,533 shares worth $20,981 in the third quarter to 176,401 shares valued at $18,613 in the fourth quarter, a decrease of 11.3%. Similarly, Cahaba Wealth Management, Inc.'s stake in TSLA decreased by 51.8% from 6,475 shares worth $1,717 in the third quarter to 6,724 shares valued at just $828 in the fourth quarter.
Cahaba Wealth Management, Inc. increased its holdings in many firms in the financial sector, including IVV and AGG. On the other hand, the firm has decreased its positions in waste management firms like WM and electronics in the form of TSLA.
In conclusion, the comparison of Cahaba Wealth Management, Inc.'s Q3 2022 and Q4 2022 13F holding's highlights the company's dynamic investment strategy. Like most investment managers, Cahaba changes its funds' positions over time to suit the risk trends and emerging investment opportunities. Interested investors can keep track of these trends and adjust their portfolios accordingly.
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