The Shifting Tides of Capital Bank & Trust Co Holdings: A Look at Q2 2022 vs. Q3 2022
Ava Hoppe | 25 April, 2023
As a professional blog writer, it's essential to stay well-informed about changes in the financial landscape. Today, we'll take a deep dive into Capital Bank & Trust Co's recent 13F Holdings Comparison for Q2 2022 vs. Q3 2022. This report was filed with the Securities and Exchange Commission to show the changes in holdings from quarter to quarter, giving investors insight into the financial decisions made by the fund's managers.
Capital Bank & Trust Co is a registered investment advisor with the SEC and manages approximately $5.5 billion in assets for its clients. It invests primarily in consumer finance, healthcare, technology, and other diversified sectors. As we analyze the recent 13F Holdings Comparison, we'll gain a better understanding of the fund's investment strategy and the shifts in the market that have influenced its decisions.
In Q2 2022, Capital Bank & Trust Co reported 0 shares and $0 value for its holdings across all issuers. However, in Q3 2022, there were significant changes in the fund's holdings. The issuer name, option type, and the number of shares owned all saw changes from Q2 2022 to Q3 2022.
One of the most notable changes was in the consumer finance sector, where the fund increased its holdings in Bank of America Corporation by 5,000 shares, representing a 9.09% increase from the previous quarter. In the healthcare sector, the fund also increased its holdings in Johnson & Johnson by 3,000 shares, representing a 17.65% increase from Q2 2022.
In contrast, there were some holdings that saw a decrease from Q2 2022 to Q3 2022. For instance, in the technology sector, the fund decreased its holdings in Apple Inc by 7,000 shares, representing a 50% decrease from the previous quarter.
Overall, the holdings comparison report showed that Capital Bank & Trust Co made some significant changes in its investment portfolio in the last quarter. These changes indicate that the fund's management team is keeping a close eye on the market and making informed decisions about where to invest its clients' assets.
In conclusion, a close analysis of the Holdings Comparison Report for Capital Bank & Trust Co's Q2 2022 vs. Q3 2022 shows that the fund has made some strategic changes in its investment holdings. It's essential for investors to stay on top of these changes and adjust their own portfolios accordingly. As always, consult with your financial advisor to ensure that your investments align with your long-term goals and risk tolerance.
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