TCW Transform 500 ETF $VOTE Shares Sold by Phoenix Wealth Advisors

Phoenix Wealth Advisors lowered its stake in TCW Transform 500 ETF (BATS:VOTE) by 3.4% during the first quarter, Holdings Channel.com reports. The fund owned 60,809 shares of the company’s stock after selling 2,150 shares during the quarter. TCW Transform 500 ETF comprises 1.7% of Phoenix Wealth Advisors’ investment portfolio, making the stock its 14th biggest position. Phoenix Wealth Advisors’ holdings in TCW Transform 500 ETF were worth $3,976,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Ethic Inc. boosted its stake in TCW Transform 500 ETF by 295.5% during the 1st quarter. Ethic Inc. now owns 196,977 shares of the company’s stock worth $12,939,000 after purchasing an additional 147,170 shares during the last quarter. Tolleson Wealth Management Inc. boosted its stake in TCW Transform 500 ETF by 452.9% during the 4th quarter. Tolleson Wealth Management Inc. now owns 66,350 shares of the company’s stock worth $4,564,000 after purchasing an additional 54,350 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in TCW Transform 500 ETF by 3.8% during the 1st quarter. PNC Financial Services Group Inc. now owns 843,901 shares of the company’s stock worth $55,183,000 after purchasing an additional 30,632 shares during the last quarter. Two Sigma Investments LP acquired a new stake in TCW Transform 500 ETF during the 4th quarter worth $1,926,000. Finally, Mutual Advisors LLC boosted its stake in TCW Transform 500 ETF by 11.8% during the 1st quarter. Mutual Advisors LLC now owns 127,218 shares of the company’s stock worth $8,221,000 after purchasing an additional 13,395 shares during the last quarter.

TCW Transform 500 ETF Stock Performance

Shares of VOTE opened at $75.9030 on Friday. The business’s 50-day simple moving average is $73.53 and its two-hundred day simple moving average is $69.30. The firm has a market cap of $851.63 million, a PE ratio of 25.32 and a beta of 1.02.

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.