AAS
GRW

Avantax Advisory Services’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Avantax Advisory Services’s Portfolio GRW Stock Details GRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,650
Closed -$209K – 2282
2024
Q3 		$209K Buy
+5,650
New +$201K ﹤0.01% 1981

Other funds holding GRW

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $343M AUM 19.13% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Avantax Advisory Services's GRW Position: Q4 2024 in Review

Avantax Advisory Services sold out of TCW ETF Trust TCW Durable Growth ETF (GRW) in Q4 2024, closing a stake of 5,650 shares — an estimated $209K sold.

Avantax Advisory Services first reported a position in GRW in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 31 funds tracked by Wall St. Rank hold GRW as of Q4 2024.

  • Avantax Advisory Services reported no remaining TCW ETF Trust TCW Durable Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 5,650 TCW ETF Trust TCW Durable Growth ETF shares in Q4 2024, an estimated $209K.
  • Avantax Advisory Services first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's TCW ETF Trust TCW Durable Growth ETF position peaked at $209K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.