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Foresight Capital Management Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Foresight Capital Management Advisors’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
Q2 		– Sell
-193
Closed -$10K – 141
2022
Q1 		$10K Hold
193
– – 0.01% 115
2021
Q4 		$11K Buy
+193
New +$10.5K 0.01% 108

Other funds holding VOTE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Foresight Capital Management Advisors's VOTE Position: Q2 2022 in Review

Foresight Capital Management Advisors sold out of TCW Transform 500 ETF (VOTE) in Q2 2022, closing a stake of 193 shares — an estimated $10K sold.

Foresight Capital Management Advisors first reported a position in VOTE in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 35 funds tracked by Wall St. Rank hold VOTE as of Q2 2022.

  • Foresight Capital Management Advisors reported no remaining TCW Transform 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 193 TCW Transform 500 ETF shares in Q2 2022, an estimated $10K.
  • Foresight Capital Management Advisors first reported a position in TCW Transform 500 ETF in Q4 2021 and held it in 2 quarters.
  • Foresight Capital Management Advisors's TCW Transform 500 ETF position peaked at $11K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.