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

ARS 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
2021
Q2 		$1.34M Buy
+19,127
New +$1.34M 0.24% 45
2021
Q1 		– Sell
-18,779
Closed -$1.06M – 139
2020
Q4 		$1.06M Buy
+18,779
New +$952K 0.23% 44

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ARS Wealth Advisors's TD Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in Toronto Dominion Bank (TD) in Q2 2021: 19,127 shares worth $1.34M. The stake represents 0.24% of the portfolio and ranks #45 among its holdings. This is a return to the name: ARS Wealth Advisors previously reported a position in TD as recently as Q4 2020.

ARS Wealth Advisors first reported a position in TD in Q4 2020 and has held it in 2 quarters since. 648 funds tracked by Wall St. Rank hold TD as of Q2 2021.

  • ARS Wealth Advisors held 19,127 shares of Toronto Dominion Bank worth $1.34M as of Q2 2021.
  • Toronto Dominion Bank was a new ARS Wealth Advisors position in Q2 2021.
  • Toronto Dominion Bank made up 0.24% of ARS Wealth Advisors's portfolio in Q2 2021, its #45 holding.
  • ARS Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 2 quarters since.
  • 648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.