Managers / Q4 2022
Personal Capital Advisors Corp
CIK 0001571669 · 3 LAGOON DRIVE, SUITE 200, REDWOOD CITY, CA, 94065 · 831-588-0755
Reported Value
$20.59T
Q4 2022
Positions
489
Filings on Record
17
2019–present window
Filed
Feb 15, 2023
original filing
Summary
Personal Capital Advisors Corp reported $20.59T in U.S.-listed holdings across 489 positions for Q4 2022.
Its largest position, SCHF, represents 11.2% of the portfolio.
Compared with Q3 2022, the fund opened 55 new positions and exited 19.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2022 | $20.59T | 489 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $18.5B | 453 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $19.1B | 443 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $21.4B | 493 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $21.7B | 549 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $19.9B | 497 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $19.2B | 486 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $17.3B | 475 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $15.7B | 457 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $13.3B | 418 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $12.1B | 362 | Aug 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $10.1B | 342 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $11.9B | 397 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $10.5B | 362 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $9.8B | 320 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $8.9B | 325 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $7.5B | 307 | Jan 16, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.