Analyzing Altavista's Wealth Management Q3 2021 vs. Q4 2021 Fund Holdings Changes
Ava Hoppe | 7 May, 2023
Altavista Wealth Management, Inc. recently released its Q3 2021 versus Q4 2021 13F holdings comparison report. The report provides a detailed breakdown of the changes that occurred in the company's holdings and the percentage change. In this article, we will analyze the report and highlight the significant changes that occurred in the company's portfolio.
One of the most notable changes was in the iShares Core US Aggregate Bond ETF, which saw a -1.4% decrease in Q4 2021 compared to Q3 2021. The ETF now holds 500,106 shares at a value of $57,052, a decrease of $807 from the previous quarter.
Apple Computer Inc was another company that saw a positive change in its holdings, with an increase of 26.1% in shares held. Altavista Wealth Management now owns 139,135 shares with a value of $24,706, an increase of $4,121 from the previous quarter.
Microsoft Corp also saw an increase in shares held, with a 19.7% increase from Q3 to Q4 2021. The company now holds 56,300 shares valued at $18,935, an increase of $3,113 from the previous quarter.
Berkshire Hathaway B saw a similar increase in shares held, with a 11.3% increase from Q3 to Q4 2021. The company now holds 56,062 shares valued at $16,763, an increase of $1,700 from the previous quarter.
On the other hand, Altavista saw a decrease in holdings for Tractor Supply Company, with a 17.8% decrease from Q3 2021 to Q4 2021. The company now holds 62,101 shares valued at $14,817, a decrease of $2,235 from the previous quarter.
The report also highlights a few trends in the company's holdings. For instance, PepiCo and Lowes Companies Inc both saw a significant increase in shares held, with a 15.7% and 28.4% increase, respectively. Meanwhile, Alphabet Inc Class A saw a 9.8% increase in shares held by Altavista.
In contrast, Altavista saw a decrease in shares held for iShares Core MSCI EAFE and Procter & Gamble, with a -2.5% and 18.2% decrease, respectively.
In summary, Altavista Wealth Management's Q3 2021 versus Q4 2021 13F holdings comparison report highlights the significant changes in the company's portfolio. While some companies saw an increase in shares held, others experienced decreases. By analyzing the report, investors can gain valuable insight into the company's investment strategy and make informed decisions based on the trends highlighted in the report.
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