Td Private Client Wealth LLC Closed Holding Positions

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q4 2023 Filed on Aug 16, 2024
1,574
$16.28 - $18.36 $25.6K - $28.9K
Acasti Pharma Inc Cl A No Par July 2023 Isin#Ca00430 K8656
Q4 2023 Filed on Aug 16, 2024
40,132
N/A
X
United States Steel Corp

Basic Materials
Q1 2024 Filed on Aug 16, 2024
43
$38.26 - $48.49 $1.65K - $2.09K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
Q1 2024 Filed on Aug 16, 2024
338
$68.98 - $96.31 $23.3K - $32.6K
DRD
Drdgold LTD

Basic Materials
Q3 2023 Filed on Aug 16, 2024
1,003
$8.23 - $11.91 $8.25K - $11.9K
ENIC
Enel Chile S.A.

Utilities
Q3 2023 Filed on Aug 16, 2024
9,306
$2.92 - $3.77 $27.2K - $35.1K
RXO
Rxo, Inc.
Q1 2024 Filed on Aug 16, 2024
200
$19.74 - $23.05 $3.95K - $4.61K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
Q3 2023 Filed on Aug 16, 2024
599
$9.97 - $12.34 $5.97K - $7.39K
ASR
Southeast Airport Group

Industrials
Q4 2023 Filed on Aug 16, 2024
1
$198.43 - $299.77 $198 - $300
YY
Joyy Inc.

Communication Services
Q4 2023 Filed on Aug 16, 2024
1,215
$36.94 - $42.47 $44.9K - $51.6K
Vitesse Energy Inc Com
Q2 2023 Filed on Aug 16, 2024
129
N/A
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q1 2024 Filed on Aug 16, 2024
130
$83.31 - $93.24 $10.8K - $12.1K
AX
Axos Financial, Inc.

Financial Services
Q1 2024 Filed on Aug 16, 2024
202
$49.23 - $56.88 $9.94K - $11.5K
PFS
Provident Financial Services Inc

Financial Services
Q4 2023 Filed on Aug 16, 2024
240
$13.7 - $18.56 $3.29K - $4.45K
SRCL
Stericycle Inc

Industrials
Q1 2024 Filed on Aug 16, 2024
1,414
$47.21 - $55.65 $66.8K - $78.7K
IHE
Ishares Tr

ETFs
Q1 2024 Filed on Aug 16, 2024
70
$66.67 - $208.65 $4.67K - $14.6K
ACST
Acasti Pharma Inc.

Healthcare
Q3 2023 Filed on Aug 16, 2024
240,797
$0.52 - $2.95 $125K - $710K
CRS
Carpenter Technology Corp

Industrials
Q1 2024 Filed on Aug 16, 2024
100
$59.06 - $71.42 $5.91K - $7.14K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q1 2022 Filed on Aug 16, 2024
23
$10.12 - $28.9 $233 - $665
GDYN
Grid Dynamics Holdings, Inc.

Technology
Q1 2022 Filed on Aug 16, 2024
1,921
$9.19 - $39.41 $17.7K - $75.7K
BWX
Spdr Bloomberg International T

ETFs
Q1 2024 Filed on Aug 16, 2024
529
$21.9 - $22.96 $11.6K - $12.1K
FMF
First Trust Managed Futures St

ETFs
Q1 2023 Filed on Aug 16, 2024
16,346
$45.87 - $48.04 $750K - $785K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2022 Filed on Aug 16, 2024
10,119
$51.69 - $57.18 $523K - $579K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2022 Filed on Aug 16, 2024
7,467
$27.71 - $29.44 $207K - $220K
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2022 Filed on Aug 16, 2024
3,557
$31.5 - $32.22 $112K - $115K
SEDG
Solaredge Technologies, Inc.

Technology
Q1 2024 Filed on Aug 16, 2024
62
$61.56 - $91.7 $3.82K - $5.69K
ZIMV
Zim Vie Inc.

Healthcare
Q3 2023 Filed on Aug 16, 2024
5
$9.2 - $14.12 $46 - $70.6
DH
Definitive Healthcare Corp.

Healthcare
Q2 2023 Filed on Aug 16, 2024
62
$9.0 - $11.86 $558 - $735
LZ
Legalzoom.Com, Inc.

Industrials
Q2 2022 Filed on Aug 16, 2024
48
$10.46 - $15.45 $502 - $742
UWMC
Uwm Holdings Corp

Financial Services
Q2 2022 Filed on Aug 16, 2024
2,212
$3.22 - $4.6 $7.12K - $10.2K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on Aug 16, 2024
6
$28.82 - $77.35 $173 - $464
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2023 Filed on Aug 16, 2024
32,884
$13.58 - $15.17 $447K - $499K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q2 2022 Filed on Aug 16, 2024
8,830
$19.9 - $22.07 $176K - $195K
RH
Rh

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2024
1
$212.26 - $354.33 $212 - $354
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
27
$11.45 - $19.88 $309 - $537
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on Aug 16, 2024
3
$89.34 - $157.99 $268 - $474
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
5
$134.84 - $172.57 $674 - $863
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on Aug 16, 2024
3
$135.71 - $284.87 $407 - $855
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
9
$55.5 - $81.23 $500 - $731
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
72
$4.7 - $8.04 $338 - $579
JHG
Janus Henderson Group PLC

Financial Services
Q1 2022 Filed on Aug 16, 2024
19
$30.0 - $43.61 $570 - $829
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
7
$73.94 - $95.82 $518 - $671
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2024 Filed on Aug 16, 2024
784
$3.86 - $5.49 $3.03K - $4.3K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2023 Filed on Aug 16, 2024
7,637
$30.98 - $32.66 $237K - $249K
SHLS
Shoals Technologies Group, Inc.

Technology
Q1 2022 Filed on Aug 16, 2024
22
$12.0 - $23.84 $264 - $524
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 16, 2024
202
$3.17 - $6.17 $640 - $1.25K
NFE
New Fortress Energy Inc.

Utilities
Q2 2022 Filed on Aug 16, 2024
26
$38.66 - $51.48 $1.01K - $1.34K
FISI
Financial Institutions Inc

Financial Services
Q1 2023 Filed on Aug 16, 2024
139
$18.68 - $25.68 $2.6K - $3.57K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q3 2022 Filed on Aug 16, 2024
376
$5.5 - $14.31 $2.07K - $5.38K
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