B. Riley Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-3,799	Closed	-$236K	–	1625
2023 Q2	$236K	Buy	+3,799	New	+$229K	0.01%	1263
2021 Q4	–	Sell	-3,476	Closed	-$230K	–	1489
2021 Q3	$230K	Sell	3,476 -95	-3%	-$6.33K	0.01%	1178
2021 Q2	$251K	Sell	3,571 -589	-14%	-$41.2K	0.01%	1120
2021 Q1	$272K	Buy	4,160 +562	+16%	+$34.3K	0.01%	1046
2020 Q4	$203K	Sell	3,598 -3,113	-46%	-$158K	0.01%	921
2020 Q3	$308K	Buy	+6,711	New	+$312K	0.02%	711
2018 Q4	–	Sell	-4,230	Closed	-$258K	–	735
2018 Q3	$258K	Sell	4,230 -1,237	-23%	-$73.7K	0.03%	553
2018 Q2	$317K	Buy	5,467 +1,405	+35%	+$80.4K	0.04%	447
2018 Q1	$231K	Sell	4,062 -2,642	-39%	-$155K	0.03%	540
2017 Q4	$393K	Buy	6,704 +2,299	+52%	+$131K	0.05%	370
2017 Q3	$248K	Buy	+4,405	New	+$231K	0.04%	432
2015 Q1	–	Sell	-2,761	Closed	-$132K	–	1830
2014 Q4	$132K	Buy	+2,761	New	+$133K	﹤0.01%	1578
2014 Q3	–	Sell	-884	Closed	-$45.5K	–	1750
2014 Q2	$45.5K	Buy	+884	New	+$42.9K	0.01%	1074

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's TD Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 3,799 shares — an estimated $236K sold.

B. Riley Wealth Advisors first reported a position in TD in Q2 2014 and held it in 13 quarters. The position peaked at $393K in Q4 2017. 647 funds tracked by Wall St. Rank hold TD as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,799 Toronto Dominion Bank shares in Q3 2023, an estimated $236K.
B. Riley Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2014 and held it in 13 quarters.
B. Riley Wealth Advisors's Toronto Dominion Bank position peaked at $393K in Q4 2017.
647 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.