Fidelity Investments
PWRD

Fidelity Investments’s TCW Transform Systems ETF PWRD Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-61
Closed -$3.46K – 5774
2023
Q4 		$3.46K Buy
+61
New +$3.24K ﹤0.01% 4549

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Fidelity Investments's PWRD Position: Q1 2024 in Review

Fidelity Investments sold out of TCW Transform Systems ETF (PWRD) in Q1 2024, closing a stake of 61 shares — an estimated $3.46K sold.

Fidelity Investments first reported a position in PWRD in Q4 2023 and held it in 1 quarter. The position peaked at $3.46K in Q4 2023. 29 funds tracked by Wall St. Rank hold PWRD as of Q1 2024.

  • Fidelity Investments reported no remaining TCW Transform Systems ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 61 TCW Transform Systems ETF shares in Q1 2024, an estimated $3.46K.
  • Fidelity Investments first reported a position in TCW Transform Systems ETF in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's TCW Transform Systems ETF position peaked at $3.46K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.