Fiduciary Counselling Inc Q4 2022 vs. Q1 2023 13F Holdings Comparison

The importance of 13F filing has become increasingly relevant for companies, advisors and clients who rely heavily on the reported information to make investment decisions. Fiduciary Counselling Inc is a registered investment advisor that recently released its 13F filings for Q4 2022 and Q1 2023, where The Issuer Names, Option Types, Shares and Value in ($000s) were compared.

Surprisingly, Berkshire Hathaway Inc maintained its position in both Q4 2022 and Q1 2023. Even though the value decreased slightly, this highlights the consistency of the firm. Weyerhaeuser Co and Potlatchdelitc Corporation experienced minimal changes in their positions, with a slight percentage decrease in share and value respectively between Q4 2022 and Q1 2023.

On the other hand, iShares Tr, Vanguard Index FDS, Vanguard Index FDS and iShares Inc experienced significant percentage changes in their positions, shareholders and values between Q4 2022 and Q1 2023. iShares Tr maintained its shares and experienced an increase in its value by 7%. Vanguard Index FDS maintained its shares, but experienced a 7% increase in value. Vanguard Index FDS experienced an 84.2% increase in shares and a 72% increase in value, while iShares Inc maintained its shares and experienced a 4.7% increase in value between Q4 2022 and Q1 2023.

Other firms such as Boeing Co, and Vanguard Mun Bd FDS, however, experienced a 100% decrease in shares and value respectively between Q4 2022 and Q1 2023. Clearwater Paper Corp also experienced a percentage decrease in shares and value between both quarters.

In conclusion, the fiduciary industry has placed significant emphasis on 13F filings, as they provide insights into the investments of registered investment advisors. It is important to note that changes in firms' positions, shareholders, and values can be influenced by various factors such as market conditions, company performance, and investor sentiment. Therefore, it is essential for investors to take a holistic approach to investment decisions.