TPCW
AGD

TD Private Client Wealth’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

TD Private Client Wealth’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,563
Closed -$80.3K – 1315
2024
Q3 		$80.3K Buy
+7,563
New +$76.1K ﹤0.01% 747

Other funds holding AGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TD Private Client Wealth's AGD Position: Q4 2024 in Review

TD Private Client Wealth sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q4 2024, closing a stake of 7,563 shares — an estimated $80.3K sold.

TD Private Client Wealth first reported a position in AGD in Q3 2024 and held it in 1 quarter. The position peaked at $80.3K in Q3 2024. 70 funds tracked by Wall St. Rank hold AGD as of Q4 2024.

  • TD Private Client Wealth reported no remaining abrdn Global Dynamic Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 7,563 abrdn Global Dynamic Dividend Fund shares in Q4 2024, an estimated $80.3K.
  • TD Private Client Wealth first reported a position in abrdn Global Dynamic Dividend Fund in Q3 2024 and held it in 1 quarter.
  • TD Private Client Wealth's abrdn Global Dynamic Dividend Fund position peaked at $80.3K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q4 2024.

Based on TD Private Client Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.