TPCW
PINC

TD Private Client Wealth’s Premier PINC Stock Holding History

TD Private Client Wealth’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-329
Closed -$9.1K – 1261
2023
Q2 		$9.1K Hold
329
– – ﹤0.01% 1065
2023
Q1 		$10.7K Buy
329
+247
+301% +$8.09K ﹤0.01% 1017
2022
Q4 		$2.87K Hold
82
– – ﹤0.01% 1104
2022
Q3 		$2.78K Hold
82
– – ﹤0.01% 1096
2022
Q2 		$2.93K Sell
82
-93
-53% -$3.4K ﹤0.01% 1107
2022
Q1 		$6.23K Hold
175
– – ﹤0.01% 1086
2021
Q4 		$7.21K Sell
175
-123
-41% -$4.85K ﹤0.01% 930
2021
Q3 		$11.6K Hold
298
– – ﹤0.01% 902
2021
Q2 		$10.4K Hold
298
– – ﹤0.01% 911
2021
Q1 		$10.1K Buy
298
+236
+381% +$8.18K ﹤0.01% 885
2020
Q4 		$2.18K Buy
62
+28
+82% +$966 ﹤0.01% 954
2020
Q3 		$1.12K Buy
+34
New +$1.13K ﹤0.01% 955

Other funds holding PINC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return