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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2023 Filed on Aug 16, 2024
584
$54.28 - $57.76 $31.7K - $33.7K
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2024 Filed on Aug 16, 2024
1,740
$109.98 - $120.99 $191K - $211K
RH
Rh

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2024
1
$212.26 - $354.33 $212 - $354
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
SLG
Sl Green Realty Corp

Real Estate
Q3 2023 Filed on Aug 16, 2024
47
$29.79 - $41.47 $1.4K - $1.95K
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
PCOR
Procore Technologies, Inc.

Technology
Q2 2022 Filed on Aug 16, 2024
13
$40.57 - $60.6 $527 - $788
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 16, 2024
202
$3.17 - $6.17 $640 - $1.25K
GDYN
Grid Dynamics Holdings, Inc.

Technology
Q1 2022 Filed on Aug 16, 2024
1,921
$9.19 - $39.41 $17.7K - $75.7K
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
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
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on Aug 16, 2024
19
$16.91 - $32.3 $321 - $614
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
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on Aug 16, 2024
7
$30.32 - $91.33 $212 - $639
GFS
Globalfoundries Inc.

Technology
Q3 2022 Filed on Aug 16, 2024
82
$38.81 - $64.95 $3.18K - $5.33K
NCNO
N Cino, Inc.

Technology
Q2 2022 Filed on Aug 16, 2024
13
$25.65 - $46.82 $333 - $609
NFE
New Fortress Energy Inc.

Utilities
Q2 2022 Filed on Aug 16, 2024
26
$38.66 - $51.48 $1.01K - $1.34K
COMM
Comm Scope Holding Company, Inc.

Technology
Q2 2022 Filed on Aug 16, 2024
72
$6.03 - $8.67 $434 - $624
ILPT
Industrial Logistics Properties Trust

Real Estate
Q3 2022 Filed on Aug 16, 2024
376
$5.5 - $14.31 $2.07K - $5.38K
PATH
Ui Path, Inc.

Technology
Q3 2023 Filed on Aug 16, 2024
55
$14.57 - $19.18 $801 - $1.05K
HTH
Hilltop Holdings Inc.

Financial Services
Q3 2022 Filed on Aug 16, 2024
835
$24.56 - $29.68 $20.5K - $24.8K
GTN
Gray Television Inc

Communication Services
Q3 2022 Filed on Aug 16, 2024
786
$14.32 - $20.22 $11.3K - $15.9K
RMR
Rmr Group Inc.

Real Estate
Q3 2022 Filed on Aug 16, 2024
85
$23.11 - $29.59 $1.96K - $2.52K
TTEC
Ttec Holdings, Inc.

Technology
Q4 2023 Filed on Aug 16, 2024
296
$15.31 - $26.92 $4.53K - $7.97K
CRAI
Cra International, Inc.

Industrials
Q4 2023 Filed on Aug 16, 2024
93
$83.47 - $103.19 $7.76K - $9.6K
CIO
City Office Reit, Inc.

Real Estate
Q3 2023 Filed on Aug 16, 2024
1,950
$3.96 - $5.96 $7.72K - $11.6K
CCSI
Consensus Cloud Solutions, Inc.

Technology
Q1 2023 Filed on Aug 16, 2024
123
$30.48 - $61.7 $3.75K - $7.59K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2024
104
$59.04 - $82.48 $6.14K - $8.58K
SNX
Td Synnex Corp

Technology
Q2 2022 Filed on Aug 16, 2024
166
$90.18 - $107.03 $15K - $17.8K
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