Point View Wealth Management's Q3-Q4 2020 13F Holdings Comparison Reveals Major Portfolio Changes with Implications for Fund Asset Values.

Point View Wealth Management's Q3 2020 versus Q4 2020 13F Holdings comparison highlights major differences in portfolio holdings that could impact the asset values of the fund. A close inspection of the changes in shareholdings and value, as detailed in the CSV, suggests that the fund made some strategic changes, which can provide insights into its investment strategies.

Microsoft, ASA Gold And Precious metals, Deere and Co, Pfizer, CVS, and Exxon Mobil are among the biggest companies that the fund holds shares in. The data shows that most of these companies experienced a decline in the fund's shareholdings amounting to a significant percentage drop, except for ASA Gold and Precious metals, whose shares remained relatively stable. These declines could indicate a liquidation of positions or a reduction of exposure to these companies due to shifting market trends.

Peapack-Gladstone Financial Corp, Verizon Communications, and Wells Fargo Advantage Multi-Sector Income are some of the new holdings that the fund added to its portfolio. Peapack-Gladstone Financial Corp is a new addition, with no shares held in Q3 2020. The data shows that this new investment from Q4 2020 has yielded an increase in total value held in the form of shares for that period, and hence, providing a value-added to the fund's asset value.

On the other hand, some companies recorded an increase in the fund's shareholdings, with several companies having highly significant increases. In particular, ViacomCBS Inc Cl B, Seagate Technology, and Hanesbrands experienced double-digit percent increases in shareholdings. Companies such as JLL and General Electric also recorded an increase in the fund's shareholdings.

ViacomCBS Inc Cl B's recorded the highest percentage increase in shareholdings, with an increment of over 27%, equivalent to more than 2 thousand shares. The increase in ViacomCBS's shareholdings could be due to the fund's expectation of favorable market conditions, heightened investor interest, and the Company's solid financial performance.

The data further shows that some of the hesitancy the fund has about certain holdings, and in some cases, the reasons why. For example, holdings in Barrick Gold have reduced by a significant margin of 25.2%. The fund could be apprehensive of how gold prices would respond to inflation expectations under the incoming Biden Administration. Other reductions of note include General Electric, whose shares' value decreased by 5.5%. The data shows that the fund might have been wary of the effects of the Company's recent restructuring on its stock prices.

Another significant area of the data is the increased emphasis on technology companies by the fund. Applied Materials Company, Qualcomm, and Intel Corp are instances where the fund either increased its exposure or added new positions. These companies play a significant role in technology innovation, and the fund's continued interest could suggest its beliefs in the consistent growth of tech-based companies.

Also, the data shows that the fund reduced its exposure to some notable energy companies. ChevronTexaco, for instance, experienced a 5.9% reduction in shareholdings. These developments could illustrate the fund's faith in the growth outlook of renewable energy sources or a more cautious approach to the oil and gas industry.

In conclusion, Point View Wealth Management's Q3 2020 versus Q4 2020 13F Holdings comparison provides a comprehensive overview of the fund's investment strategies. The data indicates that the fund has made some strategic investment moves that can provide valuable insights when making decisions about investments. By reducing exposure or completely selling off assets, the fund could be positioning for future market changes, and by adding or increasing its holdings, it could be betting on potential market opportunities.