TD Private Client Wealth’s Lunai Bioworks LNAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2	Closed	-$841	–	1255
2021 Q3	$841	Hold	2	–	–	﹤0.01%	1122
2021 Q2	$621	Hold	2	–	–	﹤0.01%	1155
2021 Q1	$443	Buy	+2	New	+$588	﹤0.01%	1134

Other funds holding LNAI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TD Private Client Wealth sold out of Lunai Bioworks (LNAI) in Q4 2021, closing a stake of 2 shares — an estimated $841 sold.

TD Private Client Wealth first reported a position in LNAI in Q1 2021 and held it in 3 quarters. The position peaked at $841 in Q3 2021. 44 funds tracked by Wall St. Rank hold LNAI as of Q4 2021.

TD Private Client Wealth reported no remaining Lunai Bioworks position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 2 Lunai Bioworks shares in Q4 2021, an estimated $841.
TD Private Client Wealth first reported a position in Lunai Bioworks in Q1 2021 and held it in 3 quarters.
TD Private Client Wealth's Lunai Bioworks position peaked at $841 in Q3 2021.
44 funds tracked by Wall St. Rank held Lunai Bioworks as of Q4 2021.

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