TCW Transform 500 ETF (BATS:VOTE) Stock Holdings Lessened by Brighton Jones LLC

Brighton Jones LLC trimmed its stake in TCW Transform 500 ETF (BATS:VOTE) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,904 shares of the company’s stock after selling 226 shares during the quarter. Brighton Jones LLC’s holdings in TCW Transform 500 ETF were worth $1,438,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also made changes to their positions in the company. Mutual Advisors LLC increased its holdings in TCW Transform 500 ETF by 8.7% in the fourth quarter. Mutual Advisors LLC now owns 113,823 shares of the company’s stock worth $7,911,000 after buying an additional 9,153 shares during the last quarter. Phoenix Wealth Advisors increased its holdings in TCW Transform 500 ETF by 24.2% in the fourth quarter. Phoenix Wealth Advisors now owns 62,959 shares of the company’s stock worth $4,331,000 after buying an additional 12,275 shares during the last quarter. Aspiriant LLC increased its holdings in TCW Transform 500 ETF by 39.1% in the fourth quarter. Aspiriant LLC now owns 84,135 shares of the company’s stock worth $5,787,000 after buying an additional 23,642 shares during the last quarter. Breakwater Investment Management increased its holdings in TCW Transform 500 ETF by 3.9% in the fourth quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock worth $780,000 after buying an additional 423 shares during the last quarter. Finally, Diversified Trust Co increased its holdings in TCW Transform 500 ETF by 100.2% in the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after buying an additional 4,794 shares during the last quarter.

TCW Transform 500 ETF Stock Down 0.2 %

BATS:VOTE opened at $71.54 on Friday. The stock has a 50 day moving average price of $70.09 and a 200 day moving average price of $67.34. The firm has a market capitalization of $703.95 million, a P/E ratio of 26.21 and a beta of 1.01.

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.