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TD Private Client Wealth’s Workiva WK Stock Holding History

TD Private Client Wealth’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$604 – 1744
2025
Q4 		$604 Buy
+7
New +$620 ﹤0.01% 1467
2024
Q1 		– Sell
-52
Closed -$5.28K – 1274
2023
Q4 		$5.28K Hold
52
– – ﹤0.01% 1109
2023
Q3 		$5.27K Hold
52
– – ﹤0.01% 1113
2023
Q2 		$5.29K Hold
52
– – ﹤0.01% 1124
2023
Q1 		$5.33K Hold
52
– – ﹤0.01% 1102
2022
Q4 		$4.37K Sell
52
-110
-68% -$8.53K ﹤0.01% 1088
2022
Q3 		$12.6K Buy
162
+88
+119% +$6.01K ﹤0.01% 971
2022
Q2 		$4.88K Hold
74
– – ﹤0.01% 1068
2022
Q1 		$8.73K Sell
74
-1,418
-95% -$157K ﹤0.01% 1051
2021
Q4 		$195K Hold
1,492
– – 0.01% 556
2021
Q3 		$210K Hold
1,492
– – 0.01% 517
2021
Q2 		$166K Hold
1,492
– – 0.01% 548
2021
Q1 		$132K Hold
1,492
– – 0.01% 560
2020
Q4 		$137K Hold
1,492
– – 0.01% 524
2020
Q3 		$83.2K Buy
+1,492
New +$83K ﹤0.01% 549

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return