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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return