Td Private Client Wealth LLC Closed Holding Positions

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Aug 16, 2024
27
$28.81 - $33.74 $778 - $911
PEGA
Pegasystems Inc

Technology
Q1 2022 Filed on Aug 16, 2024
1,112
$72.27 - $110.25 $80.4K - $123K
QS
Quantum Scape Corp

Consumer Cyclical
Q1 2022 Filed on Aug 16, 2024
23
$13.9 - $23.22 $320 - $534
OPI
Office Properties Income Trust

Real Estate
Q1 2023 Filed on Aug 16, 2024
507
$10.95 - $17.64 $5.55K - $8.94K
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q3 2023 Filed on Aug 16, 2024
212
$4.4 - $7.4 $933 - $1.57K
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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Aug 16, 2024
297
$44.4 - $54.03 $13.2K - $16K
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
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
RXO
Rxo, Inc.
Q1 2024 Filed on Aug 16, 2024
200
$19.74 - $23.05 $3.95K - $4.61K
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
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
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
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
ENIC
Enel Chile S.A.

Utilities
Q3 2023 Filed on Aug 16, 2024
9,306
$2.92 - $3.77 $27.2K - $35.1K
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
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