Personal Capital Advisors Corp Portfolio Holdings

Personal Capital Advisors Corp

  • $20.6 Billion
  • Q4 2022

Personal Capital Advisors Corp has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $20.6 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $2.3B, Ishares Russell 2000 ETF with a value of $1.16B, Vanguard Bd Index Fd Inc Short with a value of $990M, Vanguard Ftse Emerging Mkts Et with a value of $989M, and Vanguard Specialized Funds Van with a value of $717M.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $18.5B to 20.6B.

Below you can find more details about Personal Capital Advisors Corp portfolio as well as his latest detailed transactions.

Portfolio value $20.6 Billion
ETFs: $12.9 Billion
Consumer Defensive: $930 Million
Utilities: $881 Million
Technology: $872 Million
Financial Services: $801 Million
Healthcare: $788 Million
Industrials: $787 Million
Basic Materials: $786 Million
Other: $1.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$82.2 Million 0.4% of portfolio
59,249
Q4 2022 Added 1.22%
$1.74B
$18.7 Million 0.09% of portfolio
175,839
Q4 2022 Added 2.09%
$462M
$14.5 Million 0.07% of portfolio
384,050
Q4 2022 Added 2.13%
$1.53B
$12.1 Million 0.06% of portfolio
254,058
Q4 2022 Added 3.8%
$766M
$5.88 Million 0.03% of portfolio
363,576
Q4 2022 Added 12.86%
$962M
$1.51 Million 0.01% of portfolio
34,172
Q2 2022 Reduced 3.69%
$965M
$230,000 0.0% of portfolio
11,355
Q4 2022 New
$1.15B
$187,000 0.0% of portfolio
15,872
Q4 2022 New
$1.78B
$204,000 0.0% of portfolio
12,117
Q4 2022 Reduced 0.08%
$434M
$362,000 0.0% of portfolio
26,630
Q2 2022 New
$496M
$172,000 0.0% of portfolio
257,344
Q3 2021 Added 5.52%
$565M
$2,000 0.0% of portfolio
27,100
Q4 2022 New
$486M
$182,000 0.0% of portfolio
144,000
Q2 2022 Reduced 2.01%
$1.19B
$274,000 0.0% of portfolio
22,206
Q4 2021 New
$422M
$297,000 0.0% of portfolio
84,833
Q4 2021 New
$1.03B
$17,000 0.0% of portfolio
11,300
Q4 2022 New
$1.55B
$337,000 0.0% of portfolio
1,992
Q4 2022 Reduced 0.7%
$1.76B
$498,000 0.0% of portfolio
9,150
Q3 2022 Reduced 4.68%
$655M
$208,000 0.0% of portfolio
10,790
Q4 2022 New
$1.47B
$557,000 0.0% of portfolio
40,631
Q4 2022 Reduced 91.09%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $20.6 Billion
  • Prior Value $18.5 Billion
  • Filing
  • Period Q4 2022
  • Filing Date February 14, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 55 stocks
  • Additional Purchases 238 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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