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TD Private Client Wealth’s MBIA MBI Stock Holding History

TD Private Client Wealth’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,627
Closed -$8.93K – 1289
2024
Q2 		$8.93K Hold
1,627
– – ﹤0.01% 1046
2024
Q1 		$11K Sell
1,627
-851
-34% -$5.38K ﹤0.01% 1028
2023
Q4 		$15.2K Sell
2,478
-583
-19% -$4.69K ﹤0.01% 991
2023
Q3 		$22.1K Sell
3,061
-35
-1% -$291 ﹤0.01% 918
2023
Q2 		$26.7K Hold
3,096
– – ﹤0.01% 903
2023
Q1 		$28.7K Sell
3,096
-34
-1% -$406 ﹤0.01% 876
2022
Q4 		$40.2K Sell
3,130
-166
-5% -$1.9K ﹤0.01% 790
2022
Q3 		$30.3K Sell
3,296
-206
-6% -$2.44K ﹤0.01% 833
2022
Q2 		$43.3K Sell
3,502
-106
-3% -$1.4K ﹤0.01% 759
2022
Q1 		$55.5K Sell
3,608
-9
-0.2% -$133 ﹤0.01% 748
2021
Q4 		$57.1K Sell
3,617
-54
-1% -$713 ﹤0.01% 727
2021
Q3 		$47.2K Buy
3,671
+144
+4% +$1.66K ﹤0.01% 749
2021
Q2 		$38.8K Hold
3,527
– – ﹤0.01% 777
2021
Q1 		$33.9K Buy
3,527
+485
+16% +$3.76K ﹤0.01% 766
2020
Q4 		$20K Sell
3,042
-20
-0.7% -$130 ﹤0.01% 775
2020
Q3 		$18.6K Buy
3,062
+87
+3% +$642 ﹤0.01% 744
2020
Q2 		$21.6K Buy
2,975
+954
+47% +$6.93K ﹤0.01% 718
2020
Q1 		$14.4K Buy
2,021
+248
+14% +$2.1K ﹤0.01% 725
2019
Q4 		$16.5K Buy
+1,773
New +$16.9K ﹤0.01% 719

Other funds holding MBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TD Private Client Wealth's MBI Position: Q3 2024 in Review

TD Private Client Wealth sold out of MBIA (MBI) in Q3 2024, closing a stake of 1,627 shares — an estimated $8.93K sold.

TD Private Client Wealth first reported a position in MBI in Q4 2019 and held it in 19 quarters. The position peaked at $57.1K in Q4 2021. 107 funds tracked by Wall St. Rank hold MBI as of Q3 2024.

  • TD Private Client Wealth reported no remaining MBIA position as of Q3 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 1,627 MBIA shares in Q3 2024, an estimated $8.93K.
  • TD Private Client Wealth first reported a position in MBIA in Q4 2019 and held it in 19 quarters.
  • TD Private Client Wealth's MBIA position peaked at $57.1K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held MBIA as of Q3 2024.

Based on TD Private Client Wealth's 13F filing for Q3 2024, filed 18 Nov 2024.