TPCW
CIO

TD Private Client Wealth’s City Office REIT CIO Stock Holding History

TD Private Client Wealth’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,950
Closed -$10.9K – 1226
2023
Q2 		$10.9K Hold
1,950
– – ﹤0.01% 1031
2023
Q1 		$13.5K Hold
1,950
– – ﹤0.01% 994
2022
Q4 		$16.3K Hold
1,950
– – ﹤0.01% 945
2022
Q3 		$19.4K Hold
1,950
– – ﹤0.01% 919
2022
Q2 		$25.3K Hold
1,950
– – ﹤0.01% 874
2022
Q1 		$34.4K Buy
+1,950
New +$35.1K ﹤0.01% 846

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

TD Private Client Wealth's CIO Position: Q3 2023 in Review

TD Private Client Wealth sold out of City Office REIT (CIO) in Q3 2023, closing a stake of 1,950 shares — an estimated $10.9K sold.

TD Private Client Wealth first reported a position in CIO in Q1 2022 and held it in 6 quarters. The position peaked at $34.4K in Q1 2022. 130 funds tracked by Wall St. Rank hold CIO as of Q3 2023.

  • TD Private Client Wealth reported no remaining City Office REIT position as of Q3 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 1,950 City Office REIT shares in Q3 2023, an estimated $10.9K.
  • TD Private Client Wealth first reported a position in City Office REIT in Q1 2022 and held it in 6 quarters.
  • TD Private Client Wealth's City Office REIT position peaked at $34.4K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held City Office REIT as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.