TWC
SWKH

TD Waterhouse Canada’s SWK Holdings SWKH Stock Holding History

TD Waterhouse Canada’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-126
Closed -$1.7K – 2005
2024
Q1 		$1.7K Hold
126
– – ﹤0.01% 1693
2023
Q4 		$1.73K Hold
126
– – ﹤0.01% 1513
2023
Q3 		$1.58K Buy
+126
New +$1.6K ﹤0.01% 1519

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

TD Waterhouse Canada's SWKH Position: Q2 2024 in Review

TD Waterhouse Canada sold out of SWK Holdings (SWKH) in Q2 2024, closing a stake of 126 shares — an estimated $1.7K sold.

TD Waterhouse Canada first reported a position in SWKH in Q3 2023 and held it in 3 quarters. The position peaked at $1.73K in Q4 2023. 48 funds tracked by Wall St. Rank hold SWKH as of Q2 2024.

  • TD Waterhouse Canada reported no remaining SWK Holdings position as of Q2 2024 after selling out during the quarter.
  • TD Waterhouse Canada sold 126 SWK Holdings shares in Q2 2024, an estimated $1.7K.
  • TD Waterhouse Canada first reported a position in SWK Holdings in Q3 2023 and held it in 3 quarters.
  • TD Waterhouse Canada's SWK Holdings position peaked at $1.73K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held SWK Holdings as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.