AIM
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Allen Investment Management’s TCW Transform 500 ETF VOTE Stock Holding History

Allen Investment Management’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-99,465
Closed -$5.26M – 240
2022
Q1 		$5.26M Hold
99,465
– – 0.07% 78
2021
Q4 		$5.56M Hold
99,465
– – 0.07% 83
2021
Q3 		$5.07M Hold
99,465
– – 0.07% 74
2021
Q2 		$5.06M Buy
+99,465
New +$5.04M 0.07% 72

Other funds holding VOTE

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Allen Investment Management's VOTE Position: Q2 2022 in Review

Allen Investment Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2022, closing a stake of 99,465 shares — an estimated $5.26M sold.

Allen Investment Management first reported a position in VOTE in Q2 2021 and held it in 4 quarters. The position peaked at $5.56M in Q4 2021. 35 funds tracked by Wall St. Rank hold VOTE as of Q2 2022.

  • Allen Investment Management reported no remaining TCW Transform 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Allen Investment Management sold 99,465 TCW Transform 500 ETF shares in Q2 2022, an estimated $5.26M.
  • Allen Investment Management first reported a position in TCW Transform 500 ETF in Q2 2021 and held it in 4 quarters.
  • Allen Investment Management's TCW Transform 500 ETF position peaked at $5.56M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2022.

Based on Allen Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.