TD Private Client Wealth’s Definitive Healthcare DH Stock Holding History

TD Private Client Wealth’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-62	Closed	-$640	–	1265
2023 Q1	$640	Hold	62	–	–	﹤0.01%	1213
2022 Q4	$681	Hold	62	–	–	﹤0.01%	1165
2022 Q3	$963	Hold	62	–	–	﹤0.01%	1162
2022 Q2	$1.42K	Sell	62 -95	-61%	-$2.03K	﹤0.01%	1155
2022 Q1	$3.87K	Buy	+157	New	+$3.54K	﹤0.01%	1114

Other funds holding DH

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TD Private Client Wealth's DH Position: Q2 2023 in Review

TD Private Client Wealth sold out of Definitive Healthcare (DH) in Q2 2023, closing a stake of 62 shares — an estimated $640 sold.

TD Private Client Wealth first reported a position in DH in Q1 2022 and held it in 5 quarters. The position peaked at $3.87K in Q1 2022. 137 funds tracked by Wall St. Rank hold DH as of Q2 2023.

TD Private Client Wealth reported no remaining Definitive Healthcare position as of Q2 2023 after selling out during the quarter.
TD Private Client Wealth sold 62 Definitive Healthcare shares in Q2 2023, an estimated $640.
TD Private Client Wealth first reported a position in Definitive Healthcare in Q1 2022 and held it in 5 quarters.
TD Private Client Wealth's Definitive Healthcare position peaked at $3.87K in Q1 2022.
137 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2023.

Based on TD Private Client Wealth's 13F filing for Q2 2023, filed 16 Aug 2024.