Pathstone Holdings LLC Sells 1,175 Shares of TCW Transform 500 ETF (BATS:VOTE)

Pathstone Holdings LLC cut its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 113,452 shares of the company’s stock after selling 1,175 shares during the quarter. Pathstone Holdings LLC’s holdings in TCW Transform 500 ETF were worth $7,804,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VOTE. Breakwater Investment Management lifted its holdings in shares of TCW Transform 500 ETF by 3.9% during the fourth quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock valued at $780,000 after acquiring an additional 423 shares during the period. Aspiriant LLC lifted its holdings in shares of TCW Transform 500 ETF by 39.1% during the fourth quarter. Aspiriant LLC now owns 84,135 shares of the company’s stock valued at $5,787,000 after acquiring an additional 23,642 shares during the period. Phoenix Wealth Advisors lifted its holdings in shares of TCW Transform 500 ETF by 24.2% during the fourth quarter. Phoenix Wealth Advisors now owns 62,959 shares of the company’s stock valued at $4,331,000 after acquiring an additional 12,275 shares during the period. Mutual Advisors LLC lifted its holdings in shares of TCW Transform 500 ETF by 8.7% during the fourth quarter. Mutual Advisors LLC now owns 113,823 shares of the company’s stock valued at $7,911,000 after acquiring an additional 9,153 shares during the period. Finally, Litman Gregory Wealth Management LLC increased its stake in shares of TCW Transform 500 ETF by 2.9% in the fourth quarter. Litman Gregory Wealth Management LLC now owns 194,822 shares of the company’s stock valued at $13,401,000 after buying an additional 5,560 shares in the last quarter.

TCW Transform 500 ETF Stock Performance

Shares of BATS:VOTE opened at $69.91 on Friday. The firm has a market capitalization of $771.81 million, a price-to-earnings ratio of 24.71 and a beta of 1.02. The firm has a fifty day simple moving average of $64.53 and a two-hundred day simple moving average of $68.09.

About TCW Transform 500 ETF

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.