Td Private Client Wealth LLC Closed Holding Positions

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SMTC
Semtech Corp

Technology
Q4 2022 Filed on Aug 16, 2024
747
$25.65 - $32.03 $19.2K - $23.9K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2022 Filed on Aug 16, 2024
1,957
$27.0 - $34.09 $52.8K - $66.7K
AGCO
Agco Corp

Industrials
Q4 2022 Filed on Aug 16, 2024
46
$99.44 - $138.71 $4.57K - $6.38K
Healthcare Rlty Tr Inc Cl A
Q3 2023 Filed on Aug 16, 2024
91
N/A
Ubs Ag Etracs Crude Oil Shares Covered Call Etn
Q1 2023 Filed on Aug 16, 2024
570
N/A
ZI
Zoom Info Technologies Inc.

Technology
Q1 2024 Filed on Aug 16, 2024
554
$15.11 - $18.32 $8.37K - $10.1K
BVN
Buenaventura Mining CO Inc

Basic Materials
Q2 2023 Filed on Aug 16, 2024
191
$6.61 - $8.35 $1.26K - $1.59K
TWKS
Thoughtworks Holding, Inc.

Technology
Q2 2023 Filed on Aug 16, 2024
42
$6.08 - $8.24 $255 - $346
F&G Annuities & Life Inc Com
Q1 2023 Filed on Aug 16, 2024
775
N/A
FIVN
Five9, Inc.

Technology
Q3 2023 Filed on Aug 16, 2024
7
$63.31 - $87.94 $443 - $616
Annaly Cap Mgmt Inc Com New
Q3 2023 Filed on Aug 16, 2024
33
N/A
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q3 2023 Filed on Aug 16, 2024
212
$4.4 - $7.4 $933 - $1.57K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q3 2023 Filed on Aug 16, 2024
1,163
$5.11 - $8.12 $5.94K - $9.44K
AR
Antero Resources Corp

Energy
Q3 2023 Filed on Aug 16, 2024
17
$21.9 - $28.8 $372 - $490
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2023 Filed on Aug 16, 2024
357
$23.88 - $38.37 $8.53K - $13.7K
NVST
Envista Holdings Corp

Healthcare
Q2 2023 Filed on Aug 16, 2024
81
$31.53 - $39.74 $2.55K - $3.22K
VRNT
Verint Systems Inc

Technology
Q3 2023 Filed on Aug 16, 2024
245
$22.99 - $39.84 $5.63K - $9.76K
RPD
Rapid7, Inc.

Technology
Q4 2022 Filed on Aug 16, 2024
170
$26.85 - $46.38 $4.56K - $7.88K
GBX
Greenbrier Companies Inc

Industrials
Q4 2022 Filed on Aug 16, 2024
140
$24.63 - $38.83 $3.45K - $5.44K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q3 2023 Filed on Aug 16, 2024
2,347
$36.67 - $42.81 $86.1K - $100K
AZZ
Azz Inc

Industrials
Q2 2023 Filed on Aug 16, 2024
210
$34.91 - $43.46 $7.33K - $9.13K
FFWM
First Foundation Inc.

Financial Services
Q1 2023 Filed on Aug 16, 2024
1,827
$6.81 - $16.42 $12.4K - $30K
STAA
Staar Surgical CO

Healthcare
Q1 2024 Filed on Aug 16, 2024
142
$27.67 - $39.61 $3.93K - $5.62K
U
Unity Software Inc.

Technology
Q1 2023 Filed on Aug 16, 2024
13
$26.09 - $42.67 $339 - $555
SWN
Southwestern Energy CO

Energy
Q3 2023 Filed on Aug 16, 2024
251
$5.78 - $6.78 $1.45K - $1.7K
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q2 2023 Filed on Aug 16, 2024
6,907
$1.14 - $1.95 $7.87K - $13.5K
DOCS
Doximity, Inc.

Healthcare
Q3 2023 Filed on Aug 16, 2024
119
$19.86 - $35.83 $2.36K - $4.26K
TXG
10x Genomics, Inc.

Healthcare
Q3 2022 Filed on Aug 16, 2024
11
$28.48 - $52.59 $313 - $578
VNOM
Viper Energy Partners LP

Energy
Q4 2023 Filed on Aug 16, 2024
20,599
$27.02 - $32.08 $557K - $661K
RXO
Rxo, Inc.
Q1 2024 Filed on Aug 16, 2024
200
$19.74 - $23.05 $3.95K - $4.61K
Sitio Royalties Corp New Com Cl A
Q1 2024 Filed on Aug 16, 2024
615
N/A
CRBG
Corebridge Financial, Inc.

Financial Services
Q4 2023 Filed on Aug 16, 2024
312
$19.14 - $22.08 $5.97K - $6.89K
PRVA
Privia Health Group, Inc.

Healthcare
Q1 2024 Filed on Aug 16, 2024
158
$18.97 - $23.71 $3K - $3.75K
Monogram Technologies Inc Com
Q3 2023 Filed on Aug 16, 2024
3,508
N/A
UPWK
Upwork, Inc

Industrials
Q3 2023 Filed on Aug 16, 2024
100
$8.65 - $15.55 $865 - $1.56K
APPN
Appian Corp

Technology
Q3 2023 Filed on Aug 16, 2024
100
$42.4 - $52.04 $4.24K - $5.2K
GTLS
Chart Industries Inc

Industrials
Q1 2024 Filed on Aug 16, 2024
45
$110.53 - $165.31 $4.97K - $7.44K
WB
Weibo Corp

Communication Services
Q1 2024 Filed on Aug 16, 2024
887
$8.1 - $10.55 $7.18K - $9.36K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2023 Filed on Aug 16, 2024
4,378
$6.92 - $7.91 $30.3K - $34.6K
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2024 Filed on Aug 16, 2024
4,559
$36.0 - $36.66 $164K - $167K
DY
Dycom Industries Inc

Industrials
Q1 2024 Filed on Aug 16, 2024
500
$109.06 - $143.65 $54.5K - $71.8K
CRS
Carpenter Technology Corp

Industrials
Q1 2024 Filed on Aug 16, 2024
100
$59.06 - $71.42 $5.91K - $7.14K
ZS
Zscaler, Inc.

Technology
Q3 2023 Filed on Aug 16, 2024
10
$135.65 - $165.05 $1.36K - $1.65K
Rb Global Inc Com Isin#Ca74935 Q1072
Q1 2024 Filed on Aug 16, 2024
104
N/A
DRD
Drdgold LTD

Basic Materials
Q3 2023 Filed on Aug 16, 2024
1,003
$8.23 - $11.91 $8.25K - $11.9K
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