LWCFA
PWRD

Loring Wolcott & Coolidge Fiduciary Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022
Q4 		– Sell
-275
Closed -$13K – 611
2022
Q3 		$13K Hold
275
– – ﹤0.01% 516
2022
Q2 		$12K Buy
+275
New +$13.4K ﹤0.01% 537

Other funds holding PWRD

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 $902M AUM 21.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PWRD Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TCW Transform Systems ETF (PWRD) in Q4 2022, closing a stake of 275 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PWRD in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 10 funds tracked by Wall St. Rank hold PWRD as of Q4 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TCW Transform Systems ETF position as of Q4 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 275 TCW Transform Systems ETF shares in Q4 2022, an estimated $13K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TCW Transform Systems ETF in Q2 2022 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TCW Transform Systems ETF position peaked at $13K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.