Beacon Investment Advisory: Q4 2022 vs. Q1 2023 Fund Holdings Comparison

The comparison of fund holdings between Q4 2022 and Q1 2023 by Beacon Investment Advisory Services, Inc. revealed some interesting insights. In the data provided, the investment advisory firm reported on holdings for 65 different companies in their portfolios.

The comparison shows that some companies saw significant increases in their share value while others experienced a decline in value. In this article, we will discuss some of the most notable changes observed in the comparison.

One of the companies that saw a significant increase in share value is Advanced Micro Devices, Inc. (AMD). The company's shares increased by 45% during the reporting period. The increase in value of AMD's shares is likely due to the growing demand for semiconductors, which are used in a wide range of industries, especially the technology sector.

Another company that saw a noteworthy increase in share value is Booking Holdings Inc. (BKNG). Booking Holdings saw an increase of 37.1% in the value of its shares. The rise in value of the company’s shares is likely due to the positive outlook for the travel industry as travel restrictions are lifted and tourism is expected to rebound.

On the other hand, some companies experienced a decline in the value of their shares. One example is The Trade Desk Inc. (TTD), which saw a decline of 33% in the value of its shares. The decline in share value could be attributed to concerns about the company’s ability to operate effectively in the post-pandemic advertising market.

Another company that experienced a decline in share value is Pfizer Inc. (PFE), whose shares decreased by 20.3%. The decrease in the value of Pfizer's shares may be due to the growing competition in the pharmaceutical industry and the slowdown in the demand for COVID-19 vaccines.

In conclusion, the Q4 2022 vs. Q1 2023 fund holdings comparison by Beacon Investment Advisory Services, Inc. provides valuable insights into the changes in share value of various companies in their portfolios. Investors can use this information to make informed decisions when considering which companies to invest in or divest from.