TD Private Client Wealth’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,320	Closed	-$156K	–	1197
2021 Q3	$156K	Sell	2,320 -64	-3%	-$4.28K	0.01%	564
2021 Q2	$149K	Sell	2,384 -112	-4%	-$7.12K	0.01%	562
2021 Q1	$141K	Sell	2,496 -413	-14%	-$22.5K	0.01%	550
2020 Q4	$150K	Buy	+2,909	New	+$146K	0.01%	515
2020 Q1	–	Sell	-220	Closed	-$12.8K	–	1094
2019 Q4	$12.8K	Buy	+220	New	+$13.4K	﹤0.01%	736

Other funds holding FAF

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TD Private Client Wealth's FAF Position: Q4 2021 in Review

TD Private Client Wealth sold out of First American (FAF) in Q4 2021, closing a stake of 2,320 shares — an estimated $156K sold.

TD Private Client Wealth first reported a position in FAF in Q4 2019 and held it in 5 quarters. The position peaked at $156K in Q3 2021. 451 funds tracked by Wall St. Rank hold FAF as of Q4 2021.

TD Private Client Wealth reported no remaining First American position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 2,320 First American shares in Q4 2021, an estimated $156K.
TD Private Client Wealth first reported a position in First American in Q4 2019 and held it in 5 quarters.
TD Private Client Wealth's First American position peaked at $156K in Q3 2021.
451 funds tracked by Wall St. Rank held First American as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.