Investing in Q3 2022 vs. Q4 2022: Analyzing Changes in 13F Holdings

The end of the year is a crucial time for investors, and with Q3 2022 vs. Q4 2022 13F Holdings Comparison, investors must analyze how their holdings have changed. The data presented here reveals some of the most significant changes that took place in the Q4 period, emphasizing a shift in investment strategies.

SPDR S&P 500 ETF TR (SPY) experienced a 43.4% increase in shares held from Q3 to Q4. The value of these shares also rose from $35,234,000 to $50,527,000, an increase of 43.4%. ISHARES TR (IWV) experienced the biggest increase in shares held, soaring by 99.2%.

Another significant change was seen in the holdings of INVESCO EXCH TRD SLF IDX FD (BSCS), where there were no shares held in Q3; however, in Q4, there were 743,053 shares, with a value of $14,574,000. Similar changes included WALMART INC (WMT), increasing from 2,163 shares in Q3 to 8,215 in Q4, with a massive increase in value from $356,000 to $1,164,000.

However, not all stocks had positive news or held value as they expected. Investors witnessed a sharp decline in the CHG% of ISHARES TR (ACWX) from Q3 to Q4 by 10.2%, dropping down significantly in shares held and, consequently, in monetary value.

Further analysis revealed some more drastic changes, as INVESCO EXCH TRD SLF IDX FD (IBDR) dropped its shares to 39,564, with a significant drop in value from $3,284,000 to $923,000, reducing its CHG% by over 71.9%.

One of the most notable changes was seen in the holdings of SALESFORCE INC (CRM), which dropped by 86.9%. In Q3, they held 63,188 shares with a value of $5,788,000, but in Q4, their value plummeted to $760,000 with just 5,735 shares held. This significant decrease in shares held can be attributed to several reasons such as market fluctuations, selling of shares for different investments, or a change in how the company is being perceived in the stock market.

Additionally, INVESCO EXCH TRADED FD TR II (SPLV) also saw a sharp decline in the value of stocks held, falling by 48.4%. Overall, these data reinforce how crucial it is to analyze your investments and consider the value of them at this time in the year.

In conclusion, Q3 2022 vs. Q4 2022 13F Holdings Comparison presents a valuable insight into the drastic changes that have occurred in different companies' holdings. Though some stocks have witnessed growth, many have remained stagnant, and some have seen significant reductions. This information can prove invaluable to investor's decision-making when it comes to holding or selling shares and making new investments.