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Financial Management Professionals’s TCW Transform 500 ETF VOTE Stock Holding History

Financial Management Professionals’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
-39
Closed -$2K – 1130
2023
Q1 		$2K Buy
+39
New +$1.8K ﹤0.01% 832

Other funds holding VOTE

JP Morgan Chase
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

Financial Management Professionals's VOTE Position: Q2 2023 in Review

Financial Management Professionals sold out of TCW Transform 500 ETF (VOTE) in Q2 2023, closing a stake of 39 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in VOTE in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 48 funds tracked by Wall St. Rank hold VOTE as of Q2 2023.

  • Financial Management Professionals reported no remaining TCW Transform 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 39 TCW Transform 500 ETF shares in Q2 2023, an estimated $2K.
  • Financial Management Professionals first reported a position in TCW Transform 500 ETF in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's TCW Transform 500 ETF position peaked at $2K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.