Investment Update: Vontobel Swiss Wealth Advisors AG Q1 2021 vs. Q2 2021

Vontobel Swiss Wealth Advisors AG has recently released its Q1 2021 and Q2 2021 13F filings with the U.S. Securities and Exchange Commission (SEC). As a professional investor, you know that these filings offer a glimpse into the changes in holdings of institutional investment firms and hedge funds. Let's take a closer look at Vontobel Swiss Wealth Advisors AG's Q1 2021 vs. Q2 2021 holdings.

Technology Companies Remain Vontobel Swiss Wealth Advisors AG's Top Holdings

Vontobel Swiss Wealth Advisors AG's top three holdings are tech giants: Apple Inc, Microsoft Corp, and Advanced Micro Devices Inc. In Q2 2021, the firm increased its position in Apple by 9.02%, going from 70,414 shares to 76,769 shares. Vontobel Swiss Wealth Advisors AG also added to its Microsoft holding, going from 36,532 shares in Q1 2021 to 36,067 shares in Q2 2021.

Vontobel Swiss Wealth Advisors AG Reduced or Sold Some of Its Positions

In Q2 2021, Vontobel Swiss Wealth Advisors AG sold or reduced its position in some of its top holdings, including Visa, Inc., Bristol-Myers Squibb Co, and Lowes Cos Inc. The firm decreased its position in Visa by 27.07%, going from 49,780 shares to 36,394 shares. Vontobel Swiss Wealth Advisors AG also reduced its position in Lowes Cos Inc by 0.98%, going from 41,534 shares to 41,042 shares.

New Positions in Q2 2021

Vontobel Swiss Wealth Advisors AG opened new positions in three companies in Q2 2021: Alibaba Group Hldg Ltd, Intercontinental Exchange In, and United Healthcare Group Inc. The firm's smallest holding was in Amazon Com Inc with only 90 shares.

Bottom Line

Overall, Vontobel Swiss Wealth Advisors AG's portfolio experienced mixed results in Q2 2021. The firm added to its position in some of its top holdings, while it reduced or sold others. It also opened new positions in three companies. As always, institutional investors and hedge fund managers are adjusting their portfolios to align with the market conditions and their investment strategies.