TD PRIVATE CLIENT WEALTH LLC

Q4 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2021
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,159
Total value ($000)
$2,407,776
Net value change ($000)
+68,476 (2.9%)
New positions
85
Sold out positions
137
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/16/2024 Next filing: 8/16/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 19,383 214.7%
IWF 12,087 39.4%
IWD 10,150 66.5%
BSV 8,139 26.1%
VIG 5,044 8.7%
IVW 4,685 10.5%
IJH 4,684 28.9%
SHY 4,335 5.8%
TIP 4,286 53.2%
FCVT 4,127 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEU -16,035 -72.1%
IWM -8,659 -36.1%
VCSH -8,072 -10.5%
SPY -5,248 -2.4%
PYPL -4,657 -54.8%
META -4,466 -25.1%
LQD -3,950 -10.6%
PFE -3,032 -31.2%
BAC -2,562 -35.6%
GOOGL -2,181 -13.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type