ACG Wealth’s Toronto Dominion Bank TD Stock Holding History

ACG 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
2021 Q3	–	Sell	-2,916	Closed	-$204K	–	328
2021 Q2	$204K	Buy	+2,916	New	+$204K	0.03%	300
2020 Q1	–	Sell	-3,569	Closed	-$200K	–	329
2019 Q4	$200K	Buy	3,569 +6	+0.2%	+$340	0.03%	309
2019 Q3	$208K	Buy	+3,563	New	+$203K	0.03%	307

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACG Wealth's TD Position: Q3 2021 in Review

ACG Wealth sold out of Toronto Dominion Bank (TD) in Q3 2021, closing a stake of 2,916 shares — an estimated $204K sold.

ACG Wealth first reported a position in TD in Q3 2019 and held it in 3 quarters. The position peaked at $208K in Q3 2019. 641 funds tracked by Wall St. Rank hold TD as of Q3 2021.

ACG Wealth reported no remaining Toronto Dominion Bank position as of Q3 2021 after selling out during the quarter.
ACG Wealth sold 2,916 Toronto Dominion Bank shares in Q3 2021, an estimated $204K.
ACG Wealth first reported a position in Toronto Dominion Bank in Q3 2019 and held it in 3 quarters.
ACG Wealth's Toronto Dominion Bank position peaked at $208K in Q3 2019.
641 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2021.

Based on ACG Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.