Arete Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Arete Wealth Advisors’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 Q1	–	Sell	-3,673	Closed	-$284K	–	549
2021 Q4	$284K	Buy	+3,673	New	+$268K	0.02%	392
2019 Q2	–	Sell	-5,148	Closed	-$280K	–	417
2019 Q1	$280K	Sell	5,148 -798	-13%	-$44.1K	0.06%	295
2018 Q4	$296K	Sell	5,946 -598	-9%	-$32.7K	0.07%	271
2018 Q3	$398K	Buy	6,544 +102	+2%	+$6.07K	0.09%	220
2018 Q2	$373K	Buy	6,442 +1,543	+31%	+$88.3K	0.09%	237
2018 Q1	$279K	Buy	+4,899	New	+$287K	0.09%	247

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Arete Wealth Advisors's TD Position: Q1 2022 in Review

Arete Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 3,673 shares — an estimated $284K sold.

Arete Wealth Advisors first reported a position in TD in Q1 2018 and held it in 6 quarters. The position peaked at $398K in Q3 2018. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

Arete Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
Arete Wealth Advisors sold 3,673 Toronto Dominion Bank shares in Q1 2022, an estimated $284K.
Arete Wealth Advisors first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 6 quarters.
Arete Wealth Advisors's Toronto Dominion Bank position peaked at $398K in Q3 2018.
735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.