WEST CHESTER CAPITAL ADVISORS, INC 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.
106 SOUTH CHURCH STREET WEST CHESTER, PA 19382
As of the latest 13F report, the guru’s equity portfolio contained 43 stocks valued at a total of $50.00Mil. The top holdings were USFR(16.38%), COEP(8.74%), and LOB(6.76%).
According to GuruFocus data, these were WEST CHESTER CAPITAL ADVISORS, INC’s top five trades of the quarter.
Coeptis Therapeutics Holdings Inc
The guru established a new position worth 2,863,382 shares in NAS:COEP, giving the stock a 8.74% weight in the equity portfolio. Shares traded for an average price of $2.18 during the quarter.
On 02/06/2023, Coeptis Therapeutics Holdings Inc traded for a price of $1.46 per share and a market cap of $28.68Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Coeptis Therapeutics Holdings Inc has a price-book ratio of 13.27, a EV-to-Ebitda ratio of -1.11 and a price-sales ratio of 365.00.
Amazon.com Inc
The guru sold out of their 4,300-share investment in NAS:AMZN. Previously, the stock had a 1.07% weight in the equity portfolio. Shares traded for an average price of $98.78 during the quarter.
On 02/06/2023, Amazon.com Inc traded for a price of $102.06 per share and a market cap of $1,045.84Bil. The stock has returned -35.32% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-book ratio of 7.16, a EV-to-Ebitda ratio of 29.79 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.
iShares U.S. Preferred Stock
The guru sold out of their 14,470-share investment in NAS:PFF. Previously, the stock had a 1.01% weight in the equity portfolio. Shares traded for an average price of $30.77 during the quarter.
On 02/06/2023, iShares U.S. Preferred Stock traded for a price of $33.1591 per share and a market cap of $14.04Bil. The stock has returned -5.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Occidental Petroleum Corp
The guru sold out of their 6,500-share investment in NYSE:OXY. Previously, the stock had a 0.88% weight in the equity portfolio. Shares traded for an average price of $68.09999999999999 during the quarter.
On 02/06/2023, Occidental Petroleum Corp traded for a price of $61.27 per share and a market cap of $55.69Bil. The stock has returned 51.89% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Occidental Petroleum Corp has a price-earnings ratio of 4.97, a price-book ratio of 2.94, a EV-to-Ebitda ratio of 3.93 and a price-sales ratio of 1.67.
The price-to-GF Value ratio is 1.21, earning the stock a GF Value rank of 3.
iShares Core 1-5 Year USD Bond ETF
The guru established a new position worth 9,305 shares in NAS:ISTB, giving the stock a 0.86% weight in the equity portfolio. Shares traded for an average price of $46 during the quarter.
On 02/06/2023, iShares Core 1-5 Year USD Bond ETF traded for a price of $46.855 per share and a market cap of $5.08Bil. The stock has returned -3.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core 1-5 Year USD Bond ETF has a price-book ratio of 2.22.
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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