CWM
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Curi Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-16
Closed -$1K – 677
2022
Q2 		$1K Buy
+16
New +$763 ﹤0.01% 601

Other funds holding VOTE

JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Curi Wealth Management's VOTE Position: Q3 2022 in Review

Curi Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in VOTE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 39 funds tracked by Wall St. Rank hold VOTE as of Q3 2022.

  • Curi Wealth Management reported no remaining TCW Transform 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 16 TCW Transform 500 ETF shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in TCW Transform 500 ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's TCW Transform 500 ETF position peaked at $1K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.