The Ever-Changing Landscape of Highland Private Wealth Management's Holdings
Ava Hoppe | 28 April, 2023
Investment managers are constantly analyzing and adjusting their portfolios to ensure optimal returns for their clients. Highland Private Wealth Management is no exception, as evidenced by their 13F holdings comparison for Q3 2022 and Q4 2022. This report highlights the changes in holdings and values for various issuers and option types in their portfolio.
One notable trend in their Q4 2022 holdings is the complete divestment of Microsoft Corp (MSFT), Vanguard Tax-Managed Funds (VEA), Vanguard Specialized Funds (VIG), Vanguard BD Index Funds (BSV), and Amazon Com Inc (AMZN). These holdings were valued at over $197 million in Q3 2022 and were replaced with new investments in Q4 2022.
Highland Private Wealth Management's new investments in Q4 2022 include Ishares TR (IEFA), Vanguard Index Funds (VOO), Vanguard BD Index Funds (BIV), and Ishares Gold TR (IAU). These new investments total over $109 million and represent a significant shift in their portfolio.
Another interesting change in their holdings is the reduction in value for SPDR S&P 500 ETF TR (SPY) from $14.1 million to zero. This was the only ETF in their Q3 2022 portfolio, and its complete divestment suggests a shift away from ETFs and towards other investment vehicles.
Other holdings that saw reduced values in Q4 2022 include Ishares TR (ESGD) and Ishares TR (USRT). These holdings saw a 100% reduction in shares and values, indicating a complete divestment as well.
One constant in Highland Private Wealth Management's holdings is their investment in Vanguard International Equity Index Fund (VWO). This holding remains consistent at 325,886 shares with a Q4 2022 value of $11.8 million.
In conclusion, Highland Private Wealth Management's Q4 2022 holdings comparison indicates a significant shift in their portfolio with the divestment of several large holdings and the investment in new options. It will be interesting to see how these changes affect their performance in the coming quarters and if they continue to make similar adjustments to optimize their clients' returns.
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