The Rise and Fall of Viridian Ria, LLC's 13F Holdings: Q4 2021 vs. Q1 2022

Investment management firms regularly file a form known as 13F with the SEC, which details their holdings in publicly traded companies. These forms are valuable sources of information for investors, researchers, and anyone interested in tracking the behavior of the stock market. In this article, we'll take a look at the Q4 2021 versus Q1 2022 13F holdings comparison of Viridian Ria, LLC, and analyze the changes in their portfolio value and the percentage of these changes.

One of the most significant changes Viridian Ria, LLC made in Q1 2022 was divesting its holdings in Vanguard Tax-Managed International Fund (VEA), which accounted for 986,054 shares worth $50.3 million in Q4 2021. The firm sold all of its VEA holdings in Q1 2022, resulting in 0 shares worth $48.09 million. This selling spree amounts to a 4.5% change from the previous quarter. This might have been driven by any significant event that the firm anticipated, or it could be a part of a broader strategy aimed at diversifying their portfolio.

SPDR S&P 500 ETF Trust (SPY) was another major stock that was dropped by Viridian Ria, LLC from its portfolio in Q1 2022. The company held 95,542 shares worth $45.4 million in Q4 2021, which were ultimately sold and accounted for 0 shares worth $40.27 million in Q1 2022, resulting in an 11.2% dip.

On the other hand, the firm took a bullish approach to certain companies and increased its stake in some stocks. For instance, Viridian Ria, LLC increased its stake in Microsoft Corporation (MSFT) by acquiring 21,079 new shares worth $7.07 million in Q1 2022, bringing the total number of shares to 21,079 with a total value of $6.972 million. This increase in shares amounts to a 1.7% change from the previous quarter.

Similarly, Berkshire Hathaway Inc. (BRK-B), a multinational conglomerate holding company, was another stock that experienced an increase in Viridian Ria, LLC's holdings. The company held 6,685 shares worth $1.9 million in Q4 2021, which went up by 3.4% to 6,456 shares worth $2.278 million in Q1 2022.

However, not all companies saw an increase in their stakes with the investment management firm. WisdomTree Trust (DON) was one of the unfortunate ones that experienced a dip in its stocks from 32,400 shares worth $1.44 million in Q4 2021 to 0 shares in Q1 2022. This resulted in a 6.3% drop.

In conclusion, Viridian Ria, LLC's Q4 2021 versus Q1 2022 13F holdings comparison indicates that although the firm made some significant changes in its portfolio, including divesting several stocks and increasing its holdings in some stocks, no specific trend emerged. While certain companies are worth betting against, it's also essential to keep in mind that market conditions and other non-company-specific events can impact the stock market's performance.