Investment Advisors' Q3 2022 vs. Q4 2022 13F Holdings Report Reveals Surprising Changes

American Trust Investment Advisors, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

American Trust Investment Advisors, LLC released its Q3 2022 vs. Q4 2022 13F Holdings Comparison report, detailing the investment company's recent portfolio changes. According to the report, several stocks experienced significant increases or decreases in the number of shares held by the company.

Berkshire Hathaway Inc. Del is one of the stocks that showed a 16.3% increase in value, with American Trust Investment Advisors holding 35,699 shares in Q4 2022, compared to 35,494 shares in Q3 2022. On the other hand, Apple Inc. showed a 6.4% decrease in value, with the investment company holding 69,717 shares in Q4 2022, down from 70,007 shares in Q3 2022.

Constellation Energy Corp and Fluor Corp New also showed decreases in value. Constellation Energy Corp showed a 6.7% decrease in value, with American Trust Investment Advisors holding 100,553 shares in Q4 2022, down from 111,708 shares in Q3 2022. Fluor Corp New showed a 31.9% increase in value, with American Trust Investment Advisors holding 216,655 shares in Q4 2022, up from 228,645 shares in Q3 2022.

Other stocks that showed surprising changes in value include PaysPal Holdings Inc, which showed a 31.7% decrease in value. American Trust Investment Advisors held 52,160 shares in Q4 2022, down from 63,185 shares in Q3 2022. Walmart Inc. also showed a decline in value, with the investment company holding 27,386 shares in Q4 2022, down from 27,556 shares in Q3 2022.

However, there were also notable increases in value, including Bunge Limited, which showed a 21.7% increase in value. American Trust Investment Advisors held 38,875 shares in Q4 2022, up from 38,610 shares in Q3 2022. Jacobs Solutions Inc. showed a 10.6% increase in value, with the investment company holding 30,198 shares in Q4 2022, up from 30,208 shares in Q3 2022.

Other stocks that showed increases in value include Goldman Sachs Group Inc, Bunzl, Northrop Grumman Corp, and Alaska Air Group Inc. Meanwhile, Woodside Energy Group Ltd and Asml Holding N V showed 0 shares in Q3 2022 but 12,242 and 575 shares, respectively, in Q4 2022.

In conclusion, the American Trust Investment Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison report revealed that several stocks experienced significant increases or decreases in share value. While some of the changes may be surprising, it's important to note that investment companies regularly adjust their portfolios based on market conditions and other factors.