AWA
PWRD

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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.