Accel Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-40	Closed	-$2.4K	–	780
2023 Q1	$2.4K	Sell	40 -83	-67%	-$5.36K	﹤0.01%	1089
2022 Q4	$8K	Hold	123	–	–	﹤0.01%	752
2022 Q3	$8K	Sell	123 -41	-25%	-$2.65K	﹤0.01%	785
2022 Q2	$10K	Buy	164 +2	+1%	+$145	0.01%	708
2022 Q1	$13K	Buy	162 +1	+0.6%	+$81	0.01%	665
2021 Q4	$12K	Buy	161 +1	+0.6%	+$73	0.01%	684
2021 Q3	$11K	Buy	160 +1	+0.6%	+$67	0.01%	626
2021 Q2	$11K	Buy	159 +2	+1%	+$140	0.01%	684
2021 Q1	$10K	Buy	157 +1	+0.6%	+$61	0.01%	661
2020 Q4	$9K	Buy	+156	New	+$7.91K	0.01%	636

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Accel Wealth Management's TD Position: Q2 2023 in Review

Accel Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 40 shares — an estimated $2.4K sold.

Accel Wealth Management first reported a position in TD in Q4 2020 and held it in 10 quarters. The position peaked at $13K in Q1 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Accel Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 40 Toronto Dominion Bank shares in Q2 2023, an estimated $2.4K.
Accel Wealth Management first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Toronto Dominion Bank position peaked at $13K in Q1 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.