Investment Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of investments, change is inevitable. Markets are always moving, and financial analysts must keep up with those changes. As such, the Total Investment Management Inc's Q3 versus Q4 2022 13F Holdings Comparison is a crucial report for all interested parties. The CSV file gives insights into the fluctuations that occurred in the company's holdings for that period. This blog post will delve into the report's details, highlighting the most significant changes seen in the report.

Introduction:

Total Investment Management Inc is one of the leading companies that manage investment portfolios for individuals and organizations worldwide. As part of their work, they submit quarterly reports on their holdings. The Q3 versus Q4 2022 13F Holdings Comparison is one such report. The report details the company's investments, including issuers' names, option types, the value of holdings, and shares held.

Main Body:

VTV

The Vanguard Index Funds (VTV) saw a meager increase of 740 shares held during the Q3 to Q4 period. However, there was a notable surge in the value of holdings from $45,721,000 to $52,078,000, representing a surge of 13.9%.

BKAG

BNY Mellon ETF Trust (BKAG) also had a small increment of 1.9% during the Q3 to Q4 period.

RSP

The Invesco Exchange-Traded Funds (RSP) saw an increase in both the value of holdings and the number of shares held. The number of shares rose from 353,185 to 354,504, representing a 0.4% increase. The value of holdings increased from $44,953,000 to $50,073,000, implying an increase of 11.4%.

GLD

The SPDR Gold Trust (GLD) experienced a decrease in shares from 238,267 to 235,331, equivalent to a 1.2% decline. However, the value of holdings was up by 8.3%, increasing from $36,853,000 to $39,921,000.

SLV

The iShares Silver Trust (SLV) saw a considerable increase in shares, with an increase of 2.0%. There was also a remarkable surge in the value of holdings from $19,042,000 to $24,412,000, representing an increase of 28.2%.

QQQ

The Invesco QQQ Trust (QQQ) showed the most significant increase with a surge of 7,246.6% in the number of shares held. However, the value of holdings appreciated marginally, increasing from $310,000 to $22,774,000, representing an increase of 7246.6%.

Conclusion:

Total Investment Management Inc's Q3 versus Q4 2022 13F Holdings Comparison details essential changes in the company's investments. Overall, most of the holdings showed positive progress, and only a few saw downturns. Notably, the Invesco QQQ Trust showed the most significant increase in shareholding, while the iShares Silver Trust saw a notable increase in holdings' value. This report is vital for financial analysts as they use it to make informed investment decisions.