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TD Private Client Wealth’s Element Solutions ESI Stock Holding History

TD Private Client Wealth’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2K Sell
356
-168
-32% -$5.26K ﹤0.01% 1075
2025
Q4 		$13.1K Hold
524
– – ﹤0.01% 1064
2025
Q3 		$13.2K Sell
524
-478
-48% -$11.9K ﹤0.01% 1042
2025
Q2 		$22.7K Sell
1,002
-141
-12% -$2.96K ﹤0.01% 967
2025
Q1 		$25.8K Buy
1,143
+85
+8% +$2.17K ﹤0.01% 906
2024
Q4 		$26.9K Buy
+1,058
New +$28.6K ﹤0.01% 932
2020
Q3 		– Sell
-2,850
Closed -$30.9K – 1128
2020
Q2 		$30.9K Sell
2,850
-8,260
-74% -$82.9K ﹤0.01% 670
2020
Q1 		$92.9K Buy
11,110
+2,601
+31% +$27.7K 0.01% 503
2019
Q4 		$99.4K Buy
+8,509
New +$93.9K 0.01% 521

Other funds holding ESI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return