Cerity Partners
PWRD

Cerity Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Cerity Partners’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
Q3 		– Sell
-4,533
Closed -$237K – 1741
2023
Q2 		$237K Buy
+4,533
New +$225K ﹤0.01% 1461

Other funds holding PWRD

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JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners's PWRD Position: Q3 2023 in Review

Cerity Partners sold out of TCW Transform Systems ETF (PWRD) in Q3 2023, closing a stake of 4,533 shares — an estimated $237K sold.

Cerity Partners first reported a position in PWRD in Q2 2023 and held it in 1 quarter. The position peaked at $237K in Q2 2023. 22 funds tracked by Wall St. Rank hold PWRD as of Q3 2023.

  • Cerity Partners reported no remaining TCW Transform Systems ETF position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 4,533 TCW Transform Systems ETF shares in Q3 2023, an estimated $237K.
  • Cerity Partners first reported a position in TCW Transform Systems ETF in Q2 2023 and held it in 1 quarter.
  • Cerity Partners's TCW Transform Systems ETF position peaked at $237K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.