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

Altium 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
2022 Q2	$376K	Hold	5,740	–	–	0.03%	275
2022 Q1	$456K	Hold	5,740	–	–	0.03%	269
2021 Q4	$440K	Buy	5,740 +224	+4%	+$16.3K	0.03%	271
2021 Q3	$365K	Hold	5,516	–	–	0.03%	288
2021 Q2	$386K	Hold	5,516	–	–	0.03%	268
2021 Q1	$360K	Hold	5,516	–	–	0.03%	273
2020 Q4	$311K	Hold	5,516	–	–	0.03%	278
2020 Q3	$255K	Hold	5,516	–	–	0.03%	288
2020 Q2	$246K	Hold	5,516	–	–	0.03%	288
2020 Q1	$234K	Sell	5,516 -809	-13%	-$41.5K	0.03%	267
2019 Q4	$355K	Buy	+6,325	New	+$359K	0.04%	202

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

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

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

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

Altium Wealth Management's TD Position: Q2 2022 in Review

Altium Wealth Management held its Toronto Dominion Bank (TD) position steady in Q2 2022 at 5,740 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #275.

Altium Wealth Management first reported a position in TD in Q4 2019 and has held it in 11 quarters since. The position peaked at $456K in Q1 2022. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Altium Wealth Management held 5,740 shares of Toronto Dominion Bank worth $376K as of Q2 2022.
Altium Wealth Management left its Toronto Dominion Bank share count unchanged in Q2 2022.
Toronto Dominion Bank made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #275 holding.
Altium Wealth Management first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 11 quarters since.
Altium Wealth Management's Toronto Dominion Bank position peaked at $456K in Q1 2022.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.