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Belpointe Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-500
Closed -$23.8K – 3318
2023
Q1 		$23.8K Hold
500
– – ﹤0.01% 2211
2022
Q4 		$22.1K Buy
+500
New +$22.3K ﹤0.01% 2110

Other funds holding VOTE

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

Belpointe Asset Management's VOTE Position: Q2 2023 in Review

Belpointe Asset Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2023, closing a stake of 500 shares — an estimated $23.8K sold.

Belpointe Asset Management first reported a position in VOTE in Q4 2022 and held it in 2 quarters. The position peaked at $23.8K in Q1 2023. 48 funds tracked by Wall St. Rank hold VOTE as of Q2 2023.

  • Belpointe Asset Management reported no remaining TCW Transform 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 500 TCW Transform 500 ETF shares in Q2 2023, an estimated $23.8K.
  • Belpointe Asset Management first reported a position in TCW Transform 500 ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's TCW Transform 500 ETF position peaked at $23.8K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.