Almanack Investment Partners, LLC. Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 20 October, 2023
Almanack Investment Partners, LLC is a renowned investment firm that constantly analyzes and adapts its holdings to maximize returns for its clients. In this article, we will compare the holdings of Almanack Investment Partners, LLC in the second quarter of 2023 (Q2 2023) to the third quarter of 2023 (Q3 2023) based on the latest 13F filings.
During this period, several significant changes were observed in Almanack Investment Partners, LLC's portfolio. Let's delve into the details and explore the key findings.
EA SERIES TRUST: A slight decrease of 4.8% was noted in Almanack Investment Partners, LLC's holdings of shares in EA SERIES TRUST. The value of the shares also declined from $122,094,000 in Q2 2023 to $116,286,000 in Q3 2023.
ISHARES TR: Almanack Investment Partners, LLC's holdings in ISHARES TR witnessed a substantial decrease of 30.7%. The number of shares held decreased from 907,488 to 628,295, and the value declined from $91,320,000 to $63,250,000 during this period.
WISDOMTREE TR: The holdings in WISDOMTREE TR experienced a remarkable increase of 10399.1%. The number of shares held surged from 9,778 in Q2 2023 to 1,026,606 in Q3 2023, with the value increasing from $492,000 to $51,658,000.
VERIZON COMMUNICATIONS INC: Almanack Investment Partners, LLC's holdings in VERIZON COMMUNICATIONS INC remained relatively stable, with a marginal decrease of 0.1% in the number of shares held. The value of the shares declined from $34,867,000 to $30,362,000.
SCHWAB STRATEGIC TR: There was a significant decrease of 36.1% in Almanack Investment Partners, LLC's holdings of shares in SCHWAB STRATEGIC TR. The number of shares held decreased from 860,834 to 571,493, and the value declined from $45,133,000 to $28,854,000.
These are just a few examples of the changes observed in Almanack Investment Partners, LLC's holdings during the Q2 2023 to Q3 2023 period. It is essential to note that these changes reflect the firm's strategy to adapt its portfolio based on market conditions, performance analysis, and future projections.
In conclusion, Almanack Investment Partners, LLC's holdings underwent noteworthy fluctuations during the Q2 2023 to Q3 2023 period. The firm strategically adjusted its holdings in various companies, optimizing its portfolio to generate favorable returns. As an esteemed investment firm, Almanack Investment Partners, LLC continues to evaluate and adapt its holdings to deliver superior results to its clients.
Please note that the information provided in this article is solely based on the 13F filings of Almanack Investment Partners, LLC and does not constitute financial advice or a recommendation to buy or sell any securities.
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