Avalon Investment & Advisory’s Toronto Dominion Bank TD Stock Holding History

Avalon Investment & Advisory’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 Q3	–	Sell	-6,354	Closed	-$417K	–	320
2022 Q2	$417K	Buy	+6,354	New	+$461K	0.01%	245
2020 Q1	–	Sell	-280,734	Closed	-$15.8M	–	349
2019 Q4	$15.8M	Buy	280,734 +9,028	+3%	+$512K	0.32%	96
2019 Q3	$15.8M	Buy	271,706 +5,896	+2%	+$335K	0.35%	100
2019 Q2	$15.5M	Buy	265,810 +1,013	+0.4%	+$57K	0.34%	101
2019 Q1	$14.4M	Buy	264,797 +17,257	+7%	+$954K	0.33%	104
2018 Q4	$12.3M	Sell	247,540 -13,750	-5%	-$753K	0.32%	103
2018 Q3	$15.9M	Buy	261,290 +18,456	+8%	+$1.1M	0.45%	73
2018 Q2	$14.1M	Buy	+242,834	New	+$13.9M	0.42%	87

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Avalon Investment & Advisory's TD Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 6,354 shares — an estimated $417K sold.

Avalon Investment & Advisory first reported a position in TD in Q2 2018 and held it in 8 quarters. The position peaked at $15.9M in Q3 2018. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Avalon Investment & Advisory reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 6,354 Toronto Dominion Bank shares in Q3 2022, an estimated $417K.
Avalon Investment & Advisory first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 8 quarters.
Avalon Investment & Advisory's Toronto Dominion Bank position peaked at $15.9M in Q3 2018.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.