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
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2023 Filed on Aug 16, 2024
520
$6.25 - $11.11 $3.25K - $5.78K
PCTY
Paylocity Holding Corp

Technology
Q1 2024 Filed on Aug 16, 2024
11
$152.47 - $177.39 $1.68K - $1.95K
CVBF
Cvb Financial Corp

Financial Services
Q4 2021 Filed on Aug 16, 2024
56
$19.11 - $21.56 $1.07K - $1.21K
OFC
Corporate Office Properties Trust

Real Estate
Q4 2021 Filed on Aug 16, 2024
11
$25.14 - $28.46 $277 - $313
GNW
Genworth Financial Inc

Financial Services
Q4 2021 Filed on Aug 16, 2024
201
$3.82 - $4.54 $768 - $913
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q4 2021 Filed on Aug 16, 2024
69
$37.34 - $47.47 $2.58K - $3.28K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Aug 16, 2024
11
$29.58 - $49.78 $325 - $548
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q4 2021 Filed on Aug 16, 2024
8
$29.65 - $37.59 $237 - $301
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Aug 16, 2024
27
$28.81 - $33.74 $778 - $911
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q4 2021 Filed on Aug 16, 2024
33
$17.01 - $20.6 $561 - $680
AWR
American States Water CO

Utilities
Q4 2021 Filed on Aug 16, 2024
7
$85.58 - $103.44 $599 - $724
KIDS
Orthopediatrics Corp

Healthcare
Q1 2022 Filed on Aug 16, 2024
1,288
$44.27 - $60.77 $57K - $78.3K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on Aug 16, 2024
29
$16.21 - $33.07 $470 - $959
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Aug 16, 2024
297
$44.4 - $54.03 $13.2K - $16K
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2022 Filed on Aug 16, 2024
178
$35.63 - $45.74 $6.34K - $8.14K
MXL
Maxlinear Inc

Technology
Q2 2023 Filed on Aug 16, 2024
547
$23.39 - $35.05 $12.8K - $19.2K
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
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q2 2023 Filed on Aug 16, 2024
6,907
$1.14 - $1.95 $7.87K - $13.5K
SWN
Southwestern Energy CO

Energy
Q3 2023 Filed on Aug 16, 2024
251
$5.78 - $6.78 $1.45K - $1.7K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Aug 16, 2024
125
$257.24 - $353.96 $32.2K - $44.2K
FLGB
Franklin Templeton ETF Tr

ETFs
Q3 2022 Filed on Aug 16, 2024
664
$19.16 - $23.44 $12.7K - $15.6K
SBLK
Star Bulk Carriers Corp.

Industrials
Q2 2022 Filed on Aug 16, 2024
890
$24.03 - $33.6 $21.4K - $29.9K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2023 Filed on Aug 16, 2024
387
$29.53 - $38.03 $11.4K - $14.7K
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
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
F&G Annuities & Life Inc Com
Q1 2023 Filed on Aug 16, 2024
775
N/A
VNOM
Viper Energy Partners LP

Energy
Q4 2023 Filed on Aug 16, 2024
20,599
$27.02 - $32.08 $557K - $661K
Rb Global Inc Com Isin#Ca74935 Q1072
Q1 2024 Filed on Aug 16, 2024
104
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
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
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