TD Private Client Wealth’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$147	Hold	2	–	–	﹤0.01%	1604
2025 Q4	$139	Sell	2 -88	-98%	-$5.66K	﹤0.01%	1584
2025 Q3	$4.78K	Sell	90 -397	-82%	-$21.6K	﹤0.01%	1136
2025 Q2	$25.5K	Buy	+487	New	+$22.9K	﹤0.01%	952
2022 Q3	–	Sell	-30	Closed	-$859	–	1218
2022 Q2	$859	Sell	30 -66	-69%	-$2.1K	﹤0.01%	1182
2022 Q1	$3.45K	Sell	96 -7	-7%	-$229	﹤0.01%	1125
2021 Q4	$3.15K	Sell	103 -290	-74%	-$9.59K	﹤0.01%	984
2021 Q3	$13.6K	Sell	393 -156	-28%	-$6.1K	﹤0.01%	888
2021 Q2	$22.1K	Sell	549 -81	-13%	-$3.35K	﹤0.01%	844
2021 Q1	$24.4K	Buy	630 +9	+1%	+$346	﹤0.01%	805
2020 Q4	$22.9K	Sell	621 -7	-1%	-$229	﹤0.01%	762
2020 Q3	$17.1K	Sell	628 -310	-33%	-$9.03K	﹤0.01%	753
2020 Q2	$26.8K	Buy	938 +446	+91%	+$11.9K	﹤0.01%	689
2020 Q1	$11.8K	Sell	492 -435	-47%	-$17.6K	﹤0.01%	746
2019 Q4	$46.1K	Buy	+927	New	+$44.4K	﹤0.01%	621

Other funds holding FLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return