Td Private Client Wealth LLC Closed Holding Positions

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TWKS
Thoughtworks Holding, Inc.

Technology
Q2 2023 Filed on Aug 16, 2024
42
$6.08 - $8.24 $255 - $346
DOCS
Doximity, Inc.

Healthcare
Q3 2023 Filed on Aug 16, 2024
119
$19.86 - $35.83 $2.36K - $4.26K
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
SBLK
Star Bulk Carriers Corp.

Industrials
Q2 2022 Filed on Aug 16, 2024
890
$24.03 - $33.6 $21.4K - $29.9K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2022 Filed on Aug 16, 2024
2,139
$13.1 - $17.78 $28K - $38K
CORT
Corcept Therapeutics Inc

Healthcare
Q1 2023 Filed on Aug 16, 2024
595
$19.2 - $24.47 $11.4K - $14.6K
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
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
U
Unity Software Inc.

Technology
Q1 2023 Filed on Aug 16, 2024
13
$26.09 - $42.67 $339 - $555
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
ZS
Zscaler, Inc.

Technology
Q3 2023 Filed on Aug 16, 2024
10
$135.65 - $165.05 $1.36K - $1.65K
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
DY
Dycom Industries Inc

Industrials
Q1 2024 Filed on Aug 16, 2024
500
$109.06 - $143.65 $54.5K - $71.8K
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
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
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
GATX
Gatx Corp

Industrials
Q1 2024 Filed on Aug 16, 2024
767
$116.34 - $134.03 $89.2K - $103K
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
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