ASFA
PWRD

All Season Financial Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

All Season Financial Advisors’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$255K Sell
3,448
-476
-12% -$32.9K 0.22% 84
2024
Q2 		$268K Sell
3,924
-1,447
-27% -$100K 0.24% 83
2024
Q1 		$367K Buy
+5,371
New +$330K 0.3% 83

Other funds holding PWRD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

All Season Financial Advisors's PWRD Position: Q3 2024 in Review

All Season Financial Advisors reduced its TCW Transform Systems ETF (PWRD) stake by 12% in Q3 2024, selling an estimated $32.9K and leaving 3,448 shares worth $255K. The position accounts for 0.22% of the portfolio, ranked #84.

All Season Financial Advisors first reported a position in PWRD in Q1 2024 and has held it in 3 quarters since. The position peaked at $367K in Q1 2024. 39 funds tracked by Wall St. Rank hold PWRD as of Q3 2024.

  • All Season Financial Advisors held 3,448 shares of TCW Transform Systems ETF worth $255K as of Q3 2024.
  • All Season Financial Advisors sold 476 TCW Transform Systems ETF shares in Q3 2024, an estimated $32.9K.
  • TCW Transform Systems ETF made up 0.22% of All Season Financial Advisors's portfolio in Q3 2024, its #84 holding.
  • All Season Financial Advisors first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 3 quarters since.
  • All Season Financial Advisors's TCW Transform Systems ETF position peaked at $367K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.