TD PRIVATE CLIENT WEALTH LLC historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 26 quarters from 2019-12-31 to 2026-06-30, TD PRIVATE CLIENT WEALTH LLC opened 3 positions, added to 4, reduced 4 and sold out of 2.
- Q4 2024: Stock UGP; Country of operation —; Class PREFERRED STOCK ADR; Shares before 5,312.
- Q3 2023: Stock UGP; Country of operation —; Class PREFERRED STOCK ADR; Shares before 99.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1551017), 26 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-16); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-08-16); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-16); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-16); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-16); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-08-16); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-08-16); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-08-16); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-08-16); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-08-16); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-08-16); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-08-16); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-08-16); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-08-16); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-08-16); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-08-16); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-08-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| IFP Advisors, Inc | United States | $4.823B | 5,032 |
| ARISTEIA CAPITAL, L.L.C. | United States | $4.825B | 696 |
| Japan Science & Technology Agency | Japan | $4.812B | 12 |
| BECK MACK & OLIVER LLC | United States | $4.849B | 195 |
| Generali Asset Management SPA SGR | Italy | $4.794B | 484 |
| Southpoint Capital Advisors LP | United States | $4.859B | 41 |
| PROVIDENT TRUST CO | United States | $4.783B | 22 |
| MISSION WEALTH MANAGEMENT, LP | United States | $4.863B | 728 |
| Mill Creek Capital Advisors, LLC | United States | $4.868B | 260 |
| Auto-Owners Insurance Co | United States | $4.775B | 188 |