1776 Wealth’s Toronto Dominion Bank TD Stock Holding History

1776 Wealth’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-925	Closed	-$41K	–	287
2020 Q2	$41K	Hold	925	–	–	0.03%	200
2020 Q1	$39K	Hold	925	–	–	0.03%	188
2019 Q4	$51K	Buy	+925	New	+$52.5K	0.04%	188

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1776 Wealth's TD Position: Q3 2020 in Review

1776 Wealth sold out of Toronto Dominion Bank (TD) in Q3 2020, closing a stake of 925 shares — an estimated $41K sold.

1776 Wealth first reported a position in TD in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q4 2019. 539 funds tracked by Wall St. Rank hold TD as of Q3 2020.

1776 Wealth reported no remaining Toronto Dominion Bank position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 925 Toronto Dominion Bank shares in Q3 2020, an estimated $41K.
1776 Wealth first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 3 quarters.
1776 Wealth's Toronto Dominion Bank position peaked at $51K in Q4 2019.
539 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.