TD Private Client Wealth’s Healthcare Services Group HCSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,577	Closed	-$89.4K	–	1207
2021 Q3	$89.4K	Hold	3,577	–	–	﹤0.01%	644
2021 Q2	$113K	Hold	3,577	–	–	﹤0.01%	605
2021 Q1	$100K	Buy	3,577 +123	+4%	+$3.71K	﹤0.01%	599
2020 Q4	$97.1K	Sell	3,454 -67	-2%	-$1.62K	﹤0.01%	553
2020 Q3	$75.8K	Buy	3,521 +3,454	+5,155%	+$80.6K	﹤0.01%	559
2020 Q2	$1.64K	Hold	67	–	–	﹤0.01%	927
2020 Q1	$1.6K	Hold	67	–	–	﹤0.01%	900
2019 Q4	$1.63K	Buy	+67	New	+$1.66K	﹤0.01%	926

Other funds holding HCSG

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

TD Private Client Wealth sold out of Healthcare Services Group (HCSG) in Q4 2021, closing a stake of 3,577 shares — an estimated $89.4K sold.

TD Private Client Wealth first reported a position in HCSG in Q4 2019 and held it in 8 quarters. The position peaked at $113K in Q2 2021. 224 funds tracked by Wall St. Rank hold HCSG as of Q4 2021.

TD Private Client Wealth reported no remaining Healthcare Services Group position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 3,577 Healthcare Services Group shares in Q4 2021, an estimated $89.4K.
TD Private Client Wealth first reported a position in Healthcare Services Group in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Healthcare Services Group position peaked at $113K in Q2 2021.
224 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2021.

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