AWE
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Avidian Wealth Enterprises’s Toronto Dominion Bank TD Stock Holding History

Avidian Wealth Enterprises’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
-2,714
Closed -$208K – 570
2021
Q4 		$208K Buy
+2,714
New +$198K 0.01% 490

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TD Asset Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avidian Wealth Enterprises's TD Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 2,714 shares — an estimated $208K sold.

Avidian Wealth Enterprises first reported a position in TD in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,714 Toronto Dominion Bank shares in Q1 2022, an estimated $208K.
  • Avidian Wealth Enterprises first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Toronto Dominion Bank position peaked at $208K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.