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TD Private Client Wealth’s Financial Institutions FISI Stock Holding History

TD Private Client Wealth’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-139
Closed -$3.39K – 1250
2022
Q4 		$3.39K Hold
139
– – ﹤0.01% 1097
2022
Q3 		$3.35K Hold
139
– – ﹤0.01% 1085
2022
Q2 		$3.62K Hold
139
– – ﹤0.01% 1092
2022
Q1 		$4.19K Buy
+139
New +$4.46K ﹤0.01% 1111

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TD Private Client Wealth's FISI Position: Q1 2023 in Review

TD Private Client Wealth sold out of Financial Institutions (FISI) in Q1 2023, closing a stake of 139 shares — an estimated $3.39K sold.

TD Private Client Wealth first reported a position in FISI in Q1 2022 and held it in 4 quarters. The position peaked at $4.19K in Q1 2022. 103 funds tracked by Wall St. Rank hold FISI as of Q1 2023.

  • TD Private Client Wealth reported no remaining Financial Institutions position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 139 Financial Institutions shares in Q1 2023, an estimated $3.39K.
  • TD Private Client Wealth first reported a position in Financial Institutions in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Financial Institutions position peaked at $4.19K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.