Atlas Private Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-752	Closed	-$49K	–	338
2021 Q1	$49K	Buy	752 +106	+16%	+$6.47K	0.03%	186
2020 Q4	$36K	Sell	646 -375	-37%	-$19K	0.03%	218
2020 Q3	$47K	Sell	1,021 -1,488	-59%	-$69.3K	0.04%	188
2020 Q2	$112K	Hold	2,509	–	–	0.09%	142
2020 Q1	$106K	Hold	2,509	–	–	0.1%	142
2019 Q4	$141K	Buy	+2,509	New	+$142K	0.11%	145

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atlas Private Wealth Management's TD Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2021, closing a stake of 752 shares — an estimated $49K sold.

Atlas Private Wealth Management first reported a position in TD in Q4 2019 and held it in 6 quarters. The position peaked at $141K in Q4 2019. 649 funds tracked by Wall St. Rank hold TD as of Q2 2021.

Atlas Private Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 752 Toronto Dominion Bank shares in Q2 2021, an estimated $49K.
Atlas Private Wealth Management first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Toronto Dominion Bank position peaked at $141K in Q4 2019.
649 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.