FDx Advisors, Inc. Q3 2022 vs. Q4 2022: A Look at the Changing Trends in Stock Holdings

Investors always keep tabs on market analysts and their recommendations to determine their investment strategy. But the holdings of mutual funds and institutional investors also provide valuable insights that can help you make informed decisions.

In this blog post, we will analyze the quarterly changes in the holdings of FDx Advisors, Inc. mutual fund between Q3 2022 and Q4 2022.

Holdings of FDx Advisors, Inc. in Q3 2022 vs. Q4 2022

FDx Advisors, Inc. is one of the largest mutual funds in the US with a total asset of over $6 billion. They invest in a diverse range of stocks across sectors and industries.

During Q3 2022, FDx Advisors, Inc. held Amazon.com Inc. COM shares totaling 942,842, but this reduced to 860,349 in Q4 2022. Similarly, their holdings in Microsoft Corp COM declined from 302,843 to 295,962 shares.

The decline in shares was reflected in the market value too. For instance, the market value of Amazon shares dropped from $106,541,000 in Q3 2022 to $72,269,000 in Q4 2022, marking a 32.2% reduction. On the other hand, Microsoft's shares gained 0.6% in value during this period.

Apart from these big tech players, there were also other companies that saw significant shifts in holdings. Netflix, Inc's COM shares dropped by 14.2%, with the value decreasing from $41,396,000 to $47,287,000.

Surprisingly, the fund's holdings in Thermo Fisher Scientific Inc. COM experienced a significant increase, from 2,013 shares in Q3 2022 to 45,261 shares in Q4 2022, a whopping 2,341.2% increase.

Other notable changes include a decrease in holdings of Visa Inc. COM CL A shares by 14.5% and an increase in the holdings of Abbott Laboratories' COM shares by 13.1%.

The Future of FDx Advisors, Inc.

Changes in the holdings of institutional investors like FDx Advisors, Inc. can provide valuable lessons for retail investors. It is important to have a well-diversified investment portfolio and to regularly monitor your holdings.

While no one knows for certain what the future holds for FDx Advisors, Inc., it is worth noting that they have been one of the leading mutual funds with a favorable track record. Besides, their shifting stock holdings indicate that they are not afraid to make bold and timely changes when it comes to investing.

Final Thoughts

FDx Advisors, Inc.'s Q3 2022 and Q4 2022 holdings reveal valuable insights into their investment philosophy, which can prove beneficial to other investors. Remember, no matter what your investment goals are, it's essential to keep an eye on the holdings of institutional investors and mutual funds to garner valuable knowledge and fine-tune your investment strategy accordingly.