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

BDO 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 Q2	$2.73K	Hold	44	–	–	﹤0.01%	831
2023 Q1	$2.64K	Hold	44	–	–	﹤0.01%	879
2022 Q4	$2.85K	Sell	44 -1,988	-98%	-$128K	﹤0.01%	827
2022 Q3	$125K	Hold	2,032	–	–	0.02%	306
2022 Q2	$133K	Hold	2,032	–	–	0.02%	299
2022 Q1	$161K	Hold	2,032	–	–	0.02%	290
2021 Q4	$156K	Hold	2,032	–	–	0.02%	303
2021 Q3	$134K	Hold	2,032	–	–	0.01%	328
2021 Q2	$142K	Sell	2,032 -1	-0%	-$70	0.02%	338
2021 Q1	$133K	Buy	2,033 +44	+2%	+$2.69K	0.02%	335
2020 Q4	$112K	Hold	1,989	–	–	0.02%	275
2020 Q3	$92K	Hold	1,989	–	–	0.02%	276
2020 Q2	$89K	Hold	1,989	–	–	0.02%	281
2020 Q1	$84K	Buy	+1,989	New	+$102K	0.02%	287
2019 Q2	–	Sell	-370	Closed	-$20K	–	688
2019 Q1	$20K	Hold	370	–	–	0.01%	377
2018 Q4	$18K	Sell	370 -13	-3%	-$712	0.01%	359
2018 Q3	$23K	Sell	383 -65	-15%	-$3.87K	0.01%	369
2018 Q2	$26K	Sell	448 -9	-2%	-$515	0.01%	361
2018 Q1	$26K	Buy	457 +18	+4%	+$1.05K	0.01%	304
2017 Q4	$26K	Buy	439 +5	+1%	+$286	0.01%	259
2017 Q3	$24K	Sell	434 -4	-0.9%	-$210	0.01%	252
2017 Q2	$22K	Buy	+438	New	+$21.1K	0.01%	298

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

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

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

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

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

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

BDO Wealth Advisors's TD Position: Q2 2023 in Review

BDO Wealth Advisors held its Toronto Dominion Bank (TD) position steady in Q2 2023 at 44 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

BDO Wealth Advisors first reported a position in TD in Q2 2017 and has held it in 22 quarters since. The position peaked at $161K in Q1 2022. 687 funds tracked by Wall St. Rank hold TD as of Q2 2023.

BDO Wealth Advisors held 44 shares of Toronto Dominion Bank worth $2.73K as of Q2 2023.
BDO Wealth Advisors left its Toronto Dominion Bank share count unchanged in Q2 2023.
Toronto Dominion Bank made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #831 holding.
BDO Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's Toronto Dominion Bank position peaked at $161K in Q1 2022.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.