Artemis Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Artemis Wealth 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
2023 Q4	–	Sell	-295,000	Closed	-$15.2M	–	72
2023 Q3	$15.2M	Hold	295,000	–	–	2.84%	6
2023 Q2	$15.4M	Hold	295,000	–	–	2.81%	6
2023 Q1	$14.7M	Hold	295,000	–	–	3.77%	4
2022 Q4	$14M	Hold	295,000	–	–	4.25%	4
2022 Q3	$13.6M	Hold	295,000	–	–	3.58%	4
2022 Q2	$12.8M	Hold	295,000	–	–	3.5%	4
2022 Q1	$15.9M	Buy	+295,000	New	+$15M	2.64%	4

Other funds holding PWRD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Artemis Wealth Advisors's PWRD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of TCW Transform Systems ETF (PWRD) in Q4 2023, closing a stake of 295,000 shares — an estimated $15.2M sold.

Artemis Wealth Advisors first reported a position in PWRD in Q1 2022 and held it in 7 quarters. The position peaked at $15.9M in Q1 2022. 24 funds tracked by Wall St. Rank hold PWRD as of Q4 2023.

Artemis Wealth Advisors reported no remaining TCW Transform Systems ETF position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 295,000 TCW Transform Systems ETF shares in Q4 2023, an estimated $15.2M.
Artemis Wealth Advisors first reported a position in TCW Transform Systems ETF in Q1 2022 and held it in 7 quarters.
Artemis Wealth Advisors's TCW Transform Systems ETF position peaked at $15.9M in Q1 2022.
24 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.