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Top 5 1st Quarter Trades of GUERRA PAN ADVISORS, LLC

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May 12, 2022
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GUERRA PAN ADVISORS, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

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.

572 VALLEY ROAD MONTCLAIR, NJ 07043

As of the latest 13F report, the guru’s equity portfolio contained 98 stocks valued at a total of $83,000,000. The top holdings were USMV(7.00%), AAPL(5.37%), and MTUM(4.43%).

According to GuruFocus data, these were GUERRA PAN ADVISORS, LLC’s top five trades of the quarter.

DocuSign Inc


The guru sold out of their 2,421-share investment in NAS:DOCU. Previously, the stock had a 0.37% weight in the equity portfolio. Shares traded for an average price of $114.94 during the quarter.

On 05/12/2022, DocuSign Inc traded for a price of $67.6 per share and a market cap of $13,830,683,000. The stock has returned -65.51% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, DocuSign Inc has a price-book ratio of 47.99, a EV-to-Ebitda ratio of 597.18 and a price-sales ratio of 6.20.

The price-to-GF Value ratio is 0.25, earning the stock a GF Value rank of 2.

Shopify Inc


The guru sold out of their 259-share investment in NYSE:SHOP. Previously, the stock had a 0.35% weight in the equity portfolio. Shares traded for an average price of $822.89 during the quarter.

On 05/12/2022, Shopify Inc traded for a price of $318.59 per share and a market cap of $39,765,313,000. The stock has returned -71.30% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Shopify Inc has a price-earnings ratio of 345.84, a price-book ratio of 4.41, a EV-to-Ebitda ratio of 245.97 and a price-sales ratio of 9.03.

The price-to-GF Value ratio is 0.19, earning the stock a GF Value rank of 2.

Fiverr International Ltd


The guru sold out of their 2,344-share investment in NYSE:FVRR. Previously, the stock had a 0.26% weight in the equity portfolio. Shares traded for an average price of $79.22 during the quarter.

On 05/12/2022, Fiverr International Ltd traded for a price of $30.39 per share and a market cap of $882,682,000. The stock has returned -82.79% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Fiverr International Ltd has a price-book ratio of 4.08, a EV-to-Ebitda ratio of -39.37 and a price-sales ratio of 4.69.

The price-to-GF Value ratio is 0.20, earning the stock a GF Value rank of 2.

iShares U.S. Preferred Stock


The guru sold out of their 6,305-share investment in NAS:PFF. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $36.52 during the quarter.

On 05/12/2022, iShares U.S. Preferred Stock traded for a price of $32.79 per share and a market cap of $15,560,495,000. The stock has returned -11.30% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

The Walt Disney Co


The guru sold out of their 1,641-share investment in NYSE:DIS. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $144.79 during the quarter.

On 05/12/2022, The Walt Disney Co traded for a price of $105.21 per share and a market cap of $195,053,216,000. The stock has returned -42.09% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, The Walt Disney Co has a price-earnings ratio of 63.78, a price-book ratio of 2.12, a EV-to-Ebitda ratio of 21.75 and a price-sales ratio of 2.70.

The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 8.


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.

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