SEC 13F Intelligence

Managers / Q1 2022 · view latest →

FourThought Financial, LLC

CIK 0001865966 · 310 W. VENICE AVE, SUITE 201, VENICE, FL, 34285 · 9414088557

Reported Value
$790M
Q1 2022
Positions
1,508
Filings on Record
8
2019–present window
Filed
Apr 29, 2022
original filing

Summary

Fourthought Financial, Llc reported $790M in U.S.-listed holdings across 1,508 positions for Q1 2022.

Its largest position, AAPL, represents 4.6% of the portfolio.

Compared with Q4 2021, the fund opened 90 new positions and exited 120.

Reported Value by Quarter

13F Reported Value
Q3 ’21: $749MQ3 ’21Q4 ’21: $795MQ4 ’21Q1 ’22: $790MQ1 ’22Q2 ’22: $684MQ2 ’22Q3 ’22: $677MQ3 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 78.2%ETP: 10.5%REIT: 3.9%Other: 3.7%ADR: 2.0%Other: 1.8%
  • Common Stock · 78.2% · $618M
  • ETP · 10.5% · $83M
  • REIT · 3.9% · $31M
  • Other · 3.7% · $29M
  • ADR · 2.0% · $15M
  • Other · 1.8% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$677M1,553Nov 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$684M1,515Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$790M1,508Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$795M1,537Jan 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$749M1,554Nov 12, 202113F-HRchanges · 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 ↗.