Blue Zone Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
11812 SAN VICENTE BLVD LOS ANGELES, CA 90049
As of the latest 13F report, the guru’s equity portfolio contained 83 stocks valued at a total of $187.00Mil. The top holdings were
According to GuruFocus data, these were Blue Zone Wealth Advisors, LLC’s top five trades of the quarter.
The Goldman Sachs Group Inc
The guru sold out of their 10,900-share investment in NYSE:GS. Previously, the stock had a 1.65% weight in the equity portfolio. Shares traded for an average price of $348.16 during the quarter.
On 01/27/2023, The Goldman Sachs Group Inc traded for a price of $354.0538 per share and a market cap of $118.58Bil. The stock has returned 6.30% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, The Goldman Sachs Group Inc has a price-earnings ratio of 11.78, a price-book ratio of 1.02, a price-earnings-to-growth (PEG) ratio of 1.29 and a price-sales ratio of 2.67.
The price-to-GF Value ratio is 1.13, earning the stock a GF Value rank of 3.
JPMorgan Chase & Co
Blue Zone Wealth Advisors, LLC reduced their investment in NYSE:JPM by 29,087 shares. The trade had a 1.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.71.
On 01/27/2023, JPMorgan Chase & Co traded for a price of $140.475 per share and a market cap of $412.20Bil. The stock has returned -0.60% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 11.63, a price-book ratio of 1.56, a price-earnings-to-growth (PEG) ratio of 1.74 and a price-sales ratio of 3.24.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.
Vornado Realty Trust
The guru sold out of their 100,398-share investment in NYSE:VNO. Previously, the stock had a 1.2% weight in the equity portfolio. Shares traded for an average price of $22.9 during the quarter.
On 01/27/2023, Vornado Realty Trust traded for a price of $22.73 per share and a market cap of $4.36Bil. The stock has returned -36.61% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Vornado Realty Trust has a price-earnings ratio of 45.46, a price-book ratio of 0.83, a EV-to-Ebitda ratio of 14.23 and a price-sales ratio of 2.46.
The price-to-GF Value ratio is 0.49, earning the stock a GF Value rank of 4.
ProShares UltraShort Russell2000 -2x Shares
During the quarter, Blue Zone Wealth Advisors, LLC bought 132,481 shares of ARCA:TWM for a total holding of 473,102. The trade had a 1.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $16.33.
On 01/27/2023, ProShares UltraShort Russell2000 -2x Shares traded for a price of $14.14 per share and a market cap of $92.82Mil. The stock has returned -17.84% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Avalara Inc
The guru sold out of their 22,021-share investment in NYSE:AVLR. Previously, the stock had a 1.05% weight in the equity portfolio. Shares traded for an average price of $92.84 during the quarter.
On 01/27/2023, Avalara Inc traded for a price of $93.48 per share and a market cap of $8.28Bil. The stock has returned -47.40% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Avalara Inc has a price-book ratio of 8.03, a EV-to-Ebitda ratio of -67.76 and a price-sales ratio of 10.33.
The price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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