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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$332,000 0.0% of portfolio
6,606
Q4 2022 Reduced 0.09%
$2.02B
$91,000 0.0% of portfolio
10,273
Q4 2022 Reduced 72.69%
Ubs Ag London Branch
-
$0 0.0% of portfolio
-
Q2 2020 Reduced 47.26%
$82.3B
$280,000 0.0% of portfolio
1,671
Q4 2022 New
$3.99B
$302,000 0.0% of portfolio
5,304
Q4 2022 Reduced 97.25%
$4.45B
$418,000 0.0% of portfolio
18,839
Q4 2021 New
$63.6B
$313,000 0.0% of portfolio
7,285
Q4 2022 Added 0.89%
$17.9B
$468,000 0.0% of portfolio
9,272
Q4 2022 Added 1.62%
$142B
$691,000 0.0% of portfolio
5,860
Q4 2022 Reduced 18.32%
$3.35B
$81,000 0.0% of portfolio
17,887
Q4 2022 Reduced 12.09%
$118B
$285,000 0.0% of portfolio
1,293
Q4 2022 Reduced 14.65%
$96.7B
$221,000 0.0% of portfolio
1,317
Q4 2022 Reduced 52.39%
$146B
$402,000 0.0% of portfolio
1,648
Q4 2022 Reduced 6.63%
$1.04B
$187,000 0.0% of portfolio
15,872
Q4 2022 New
$4.45B
$356,000 0.0% of portfolio
49,984
Q4 2022 Reduced 0.05%
$40.6B
$245,000 0.0% of portfolio
7,472
Q4 2022 New
$25.8B
$223,000 0.0% of portfolio
3,639
Q4 2022 Reduced 11.72%
$102B
$135,000 0.0% of portfolio
23,235
Q4 2022 Reduced 11.8%
$59.3B
$228,000 0.0% of portfolio
1,945
Q4 2022 New
$422M
$362,000 0.0% of portfolio
26,630
Q2 2022 New
$127B
$437,000 0.0% of portfolio
12,600
Q4 2022 Added 29.54%
$68.4B
$278,000 0.0% of portfolio
1,561
Q4 2022 Added 7.43%
$0
$743,000 0.0% of portfolio
22,219
Q3 2022 Added 5.25%
$434M
$172,000 0.0% of portfolio
257,344
Q3 2021 Added 5.52%
$0
$440,000 0.0% of portfolio
5,674
Q4 2022 New
$0
$968,000 0.0% of portfolio
11,070
Q4 2022 Reduced 3.71%
$0
$909,000 0.0% of portfolio
26,591
Q4 2022 Added 17.49%
$135B
$752,000 0.0% of portfolio
1,754
Q4 2022 Reduced 5.55%
$19B
$311,000 0.0% of portfolio
9,245
Q4 2022 New
$0
$594,000 0.0% of portfolio
17,799
Q1 2022 Reduced 1.19%
$0
$308,000 0.0% of portfolio
3,431
Q4 2022 New
$80B
$580,000 0.0% of portfolio
5,511
Q4 2022 Reduced 6.72%
$0
$270,000 0.0% of portfolio
11,127
Q1 2022 Reduced 12.45%
$0
$318,000 0.0% of portfolio
7,077
Q4 2022 New
$0
$205,000 0.0% of portfolio
4,061
Q4 2022 New
$0
$604,000 0.0% of portfolio
4,832
Q4 2022 Reduced 3.86%
$0
$270,000 0.0% of portfolio
6,369
Q4 2022 Reduced 3.65%
$0
$232,000 0.0% of portfolio
2,796
Q4 2022 Reduced 30.31%
$0
$221,000 0.0% of portfolio
500
Q4 2022 Reduced 15.97%
$75.2B
$269,000 0.0% of portfolio
8,707
Q4 2022 Reduced 16.01%
$52.5B
$289,000 0.0% of portfolio
1,197
Q4 2022 Added 2.57%
$0
$409,000 0.0% of portfolio
17,026
Q4 2022 New
$0
$365,000 0.0% of portfolio
1,104
Q4 2022 Reduced 33.17%
$0
$489,000 0.0% of portfolio
4,982
Q4 2022 Added 57.46%
$78B
$234,000 0.0% of portfolio
5,366
Q4 2022 Reduced 12.36%
$30.2B
$353,000 0.0% of portfolio
3,158
Q4 2022 Reduced 1.31%
$523M
$2,000 0.0% of portfolio
27,100
Q4 2022 New
$0
$206,000 0.0% of portfolio
9,103
Q4 2022 New
$50.5M
$57,000 0.0% of portfolio
10,950
Q1 2022 Reduced 0.08%

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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